Add a Document
- From the Record's Cover Page, click the Documents link on sidebar.
- Click Add Document from the side bar.
- Select the Document Type from the list, then enter other fields as needed.
- Press Save.
Only one file can be uploaded at a time. Open multiple screens to upload documents simultaneously. Some users zip multiple documents and upload the zip file to SAM vs individual documents.
Edit a Document
- Click the edit link (green pencil), then update the fields needed.
- Press Save when complete.
Delete a Document
- Click Advanced Options.
- Click Delete One of the [Entity] Documents. SAM will show a red 'x' for each document.
- Click the 'x' next to the document you want to delete. Confirm "OK" at the popup.