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Why can't I see any paperwork under the additional paperwork section?
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Last Updated
28th 2009f December, 2009
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Setup > Paperwork > Documents - Locate the document you want to view.  Confirm that at least "admin" appears in the "Visibility" column.  Skip next step if "admin" has been confirmed. 




Click open a document.  Locate "Visibility" section.  Check "Administrator" for admins to see.  Check "Employee" for employees to see.  Check "Customer" for clients / prospects to see.  Click "Save" button.




Setup > Event Planning > Events - Select the event type you want the document to be viewed in.  Click to open.




Locate "Additional Documents" section.  Highlight appropriate documents for this event type.  Click "Save" button. 




Open a client / prospect folder.  Click "Paperwork" tab.  Click "Edit" button.




Locate "Additional Paperwork" section.  Select document from drop-down box.  Click "HTML" or "PDF" button.
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