Step 1: Save the document file to your computer. (If you are working with a paper copy, use your office scanner or other device to make an electronic copy of the document.)
Step 2: Find the lead. There are several options:
Option A:
Start typing the child’s name or the lead’s name, phone number or email address in the upper right search bar.
Click the child’s or lead’s name when it appears.
Option B: If you’re logged into a specific location….
On the Home tab, click the “All Active” status tab.
Click the lead’s/child’s row in the resulting list.
Option C: If you’re logged into a specific location and know the lead’s/child’s current status….
On the “Home” tab, either click the lead’s/child’s status tab or click the status column in the “Active Opportunity Pipeline” chart.
Click the lead’s/child’s row in the resulting list.
Step 3: On the “Manage Lead” screen, click the “Documents” tab.
Step 4: Click “+ Add Document”.
Step 5: On the “Add Document” window, enter a name for the file and then click the “Choose File” button.
(Note that the name you provide here is what will appear in the documents tab pictured above.)
Step 6: When Windows File Explorer opens, make sure the file types are set to “All Files”. Then navigate to your file and double-click it.
Step 7: After the progress tracker says the file is 100% done (red circle below), click the “SAVE” button and you’re done.
Notice how the document name that appears is based on what was entered in Step 5, and is not based on the uploaded file's name:
Step 1: Find the lead. There are several options:
Option A:
Start typing the child’s name or the lead’s name, phone number or email address in the upper right search bar.
Click the child’s or lead’s name when it appears.
Option B: If you’re logged into a specific location….
On the Home tab, click the “All Active” status tab.
Click the lead’s/child’s row in the resulting list.
Option C: If you’re logged into a specific location and know the lead’s/child’s current status….
On the “Home” tab, either click the lead’s/child’s status tab or click the status column in the “Active Opportunity Pipeline” chart.
Click the lead’s/child’s row in the resulting list.
Step 2: On the “Manage Lead” screen, click the “Documents” tab.
Step 3: Under the “Documents” section, click on the row with the document you want to see.
Step 4: On the “Edit Document” window, click “View File”.
The file will download to your computer. You can open the file to review it.
