How to Add Documents in Targets and Integrations

Adding Documents

Documents can be added to a specific deal or Program for reference. Documents can be added from the Playbook menu, a local folder on the user's computer, or even drag and drop documents with folders and subfolders.

To Add Documents:

1. Navigate to the Programs/Integrations menu.
   
   
2. Select an Integration from the Program Name column.
   
   
   
3. Click on the Documents tab.
   
   
   
   
4. Click the +New Document button. The Document Detail window appears.
   
   
5. Select Choose File button to include a file. The Document Details window appears.
   
   
   
   
6. Within the Document Detail window, complete the fields.
   
   
7. Click the Save button.