Upload and link a document
Video walkthrough: Manage tasks and documents
Use this task to upload and link a document in the current Klusaro workspace.
Before you start
Open Klusaro as a user with access to Documents.
Steps
- Open Documents.
- Select Upload Document.
- Choose a harmless file and enter metadata.
- Link the contact or job.
- Select Save Document and confirm the row.
Screenshots
What happens next
The updated state appears in Klusaro and can be reopened for confirmation.
Useful notes
When practising, use information you are authorised to enter.