Adding documents — Classic

Adding documents

If you have a few documents that you send frequently to your customers, you should add these documents to your Sertifi folder.

To add documents:

1. Ensure you're in Salesforce Classic.

2. Click the plus icon( +)from the home page.

3. Click Documents.

4. Select Sertifi from the Folder dropdown in the Document Folders section.

   

5. Click Go!

6. Click New Document. The Upload New Document screen appears.

   

7. Enter the following required fields:

   • Document Name - enter a descriptive name for your document.

   • Document Unique Name - automatically populates with your Document Name.

   • Folder - ensure Sertifi is selected.

8. Click Choose File in the Select the file section, or create a reference link using a path or URL to where the document is stored.

9. Click Save.