As an agency, you have to record documents on the various stage of the application process. Agentcis provides you a document management feature through which you can manage your documents within system easily.

You can add documents from within the system or upload it from your computer at the same time.

When a lead submits forms along with documents, those documents get recorded in the Document tab of contact's profile.



To add a Document from the Client's Profile:

Go to the Documents tab of the client.



Click on the Add Document button. You can either select Agentcis Document to add the document to Application stage from other part of system. Or select Select from device to upload from your computer.



Add the required document and click Save.

To add a document in a required application stage:



Simply click on the document option on the application stage



You can either select Agentcis Document to add the document to Application stage from other part of system. Or select Select from device to upload from your computer.







Now, if you have to upload a document from your computer, click on the section shown in the image below and click save.



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