Adding new documents

Customer portal allows you to add new documents to the Customer Portal. Depending on your needs, there are two ways to add documents to the Customer Portal:

• Method 1: If you want to add the document to the Customer Portal.
• Method 2: If you want to add and associate the document to a contract.

Method 1

Method 2

Navigate to Contracts > Manage documents.

Searching and filtering

You can use the Search or Filter By option to look for specific documents.

Navigate to Contracts > View contracts > Click  corresponding to a contract > Manage documents.

OR

Navigate to Contracts > View contracts > Click corresponding to a contract > View contract details > Manage documents.

---

• Click ADD NEW DOCUMENT.

• Use the dropdown menu to select the Document type.
• Select the Entity details from the dropdown list.
• Click UPLOAD DOCUMENT and select file(s) to upload.
• You can add the comments, if any.
• Click SUBMIT button to add the document.