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. 

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