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.

so let's see how it works.

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



now, you add application and want to add contact's document in the required application stage.



Simply click on the document option on the application stage



as the upload wizard opens, select the contact and select the folder where the document is a location in Agentcis.







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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