4.1.6. Save a Document to a Record

Documents play an important role in customer and case management. SharePortals lets you record or store important documents against any type of record. Documents can be uploaded in a number of ways:

1. Via the Outlook Add-In (Details here)
2. Directly from the Record View (below)

Upload a document to a Record:

• Open the relevant record in SharePortals to display the overview.
• Click the Documents tab to display the document upload options:
  

• Click Choose Files and select the document you would like to upload.
• Click Upload.
• The document is now associated with the record.