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 which is the repository for documents uploaded to that client from a few potential places.
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
2. 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.