How to add a file

How to add a file

The purpose is to keep the record of a commission agreement on the Payee record.

  1. Files uploaded to a payee record would only be viewable by the payee and anyone with permission.
  1. Click on 'Users' and go to the 'Add Contract' tab.

  2. Add the contract name and upload the file.
  3. Click 'Next', fill in the rest of the details and click on 'Save Contract'.