Documents:

          

You can attach any important documents for all the entities contacts/consultants/Requirements/companies just by right clicking on any entity record, Select Document.

• Select the Sub-Type from the lookup list.
• Type descriptive Subject or select from the lookup.
• Type Notes to add details about the note.
• Check Private if you want to make private to you, so no other users can see it.
• To attach a Document click on the Browse Button in the Document field and select from the folder list.
• Select Ok to save it.