Documents are the electronic versions of paper files that are uploaded to your site.
Under all entities you will find a sidebar link labeled Documents. This section is the main repository for documents uploaded for client records. Documents uploaded from various forms and checklists are all stored in this section.
How to upload documents
1. From the Documents Section itself
This section is the repository for Documents uploaded from forms or checklists and available it is on all entities/records.
2. From Forms
3. From Checklists
Documents can be uploaded through internal or public checklists.
After a document is uploaded, SAM will display a link to download the document.
When a document that's been uploaded is replaced, the previously uploaded document is available through SAM's Modification History.
Note: This is available for documents after May 2019.