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The “Documents” tab is where you can add, remove, email, or view documents for a consumer. To add a document, right click and select add, click add on the next window, navigate to the file, then click upload filesUploaded documents can be removed and emailed.

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Detail

To Add a Document:

  1. Right click and select Add Document

  2. Navigate to your local computer

  3. Select the file to upload

  4. Click OK