As a counselor, you have to record and submit various documents from your clients used in the International Education admission process. That’s why Agentcis has a document management feature through which you can easily manage your documents.
You can either manage documents in contacts, applications, partners and tasks. You can upload documents from 2 sources - from the Agentcis system or from your device.
Also, when a lead submits a document with their Lead Form, those documents are recorded in the Documents tab of the contact’s profile.
To add a document in the contact or partner,
Step 1: Select the Documents tab in their profile
Step 2: Click on the Add Document button which will provide you 2 options in dropdown - Agentcis Document and Select from Device.
Agentcis Document
To add the previous saved document from Agentcis system
Step 1: Click on Agentcis Document.
Step 2: This opens Upload from Agentcis Document window. Simply search and select contacts where you need documents from.
Step 3: Once contact is selected, it shows 3 folders - Personal Documents, Application Documents and Task Documents.
Personal Documents include all the documents that are saved in the contact profile directly.
Application Documents have subfolders for each application that your contact has undertaken and each folder includes documents saved in the given application.
Task Documents include all the documents that are saved in the tasks related to the contact.
Step 4: Once you find your document under contact folders, simply click on the document to add it to “Selected Document”.
Step 5: Under the selected document section, you will be able to see a list of documents that are ready to be added.
Step 6: You can rename the document by clicking the pen icon and also remove it from the list by clicking on the cross icon.
Step 7: Once it’s done, then click on the Save to add the document on the destination.
Select from Device
Alternatively, you can upload documents directly from your device or computer. For this
Step 1:Click on “Select from Device”.
Step 2: This opens the “Select from Device” window,
Step 3:You can either drag your files from the computer to the upload area or click on the upload area to open the system dialogue box.
Step 4: Once the documents are uploaded, you will be able to see them in the “Selected Documents” section. You can rename the document by clicking the pen icon and also remove it from the list by clicking on the cross icon.
Step 5: Once it’s done, then click on the Save to add the document on the destination.
