To get to a Customer's/Prospect's Account you will use the search bar at the top of your screen.
You can search by entering the First Name, Last Name, or the Last 4 Digits of the Customer's Phone Number.
Once in the Customer's Account select the tab that says "Documents".
You can upload Documents to the Customer's Account using this section.
Name/Size/Type (YELLOW): name of the document, size of the document, and type of document (.pdf, .jpeg, etc.)
Action (BLUE): trash can allows you delete a document
Choose File/Upload New Document (RED): Choose file to find the document on your computer/device to upload. Click "Upload New Document" when you have selected the appropriate file.