Add a Document
A document is any record of contact.
To add a document, go to
Activities
>
Add
(
)>
Document
, and select the document type.
There are two types of documents:
- Document—Upload a PDF, an image, or a text file for the contact here.
- Advisory Note—Make a worksheet for documenting what was discussed with the contact here.
Each document type has three sections where you can add information: Detail , Related , and Security .
Detail tab —Use this tab to enter relevant information:
- Type *—The document type you have selected.
- Description —What the document is.
- For —The contact involved.
- Date —Of interaction with contact.
- Due —Date document is due.
- Status *—Current progress.
- Priority *—What priority level it is, which, by default, is B.
- Add Attachment —Document being upload to Gorilla.
- Notes —Any relevant notes about the document.
Related tab —Use this tab to add multiple follow-up activities and assign them to a user or coverage role.
Click
and fill in the required information.
Security tab —Use this tab to control who can view and edit this document.
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