How do I access/upload/view/edit and delete a Document?

To Access Documents:

Tap on Accounts (1)

Tap on Documents (2)

To Add a New Document:

Click on the New Button (3)

Tap on Identification Dropdown Arrow (4)

Select a Document Type (5) and Tap on OK to confirm your choice (6)

Type in a Note if you would like to explain anything about the uploaded Document (7)

Tap on Choose File to Open the Options for where the Document will come from (8)

Tap on Photo Library to choose a Photo from your Photo Library or Tap on Take Photo or Video to use your Devices Camera/Video to create a file or Tap on Choose File to select a file from a folder library on your device (9)

Tap on Save once done (10)

To View Documents:

Tap on the Document you want to view. This will open the page that displays all the document information you previously filled in (1)

You can Edit the document once you have opened the page. You would edit a document if

your original image or video was not clear or if you wanted to add notes later.

To Edit Documents:

Tap on the Edit Button at the top of the page (1)

Follow the same process to change Type or add Notes that you did when adding a new Document. To reselect a different image or video: Tap on Choose File (2) and Tap to Open the Options for where the Document will come from (3)

To Delete Documents:

You can delete a document you uploaded at any stage.

To Delete a Document:

Tap on the document you want to Delete to open the page. If you don't know how to get to the document see To View a Document described above.

Tap on Delete Button at the top of the page (1)

Tap on Ok to confirm that the Document must be Deleted (2)