Knowledgebase:
How to Attach Documents to a Record in the Back Office
Posted by Kelly Marshall, Last modified by Tiffany Vu on February 04 2022 04:23 PM

This training document provides step-by-step instructions to attach documents to records in the Back Office: http://orepermittinghelp.kayako.com/Knowledgebase/Article/View/document-permissions

The document also includes tips and tricks about attaching documents, as well as a cross-reference link to the Model Document Type Security Matrix.



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 How to Attach a Document to a Record in the Back Office.docx (327.80 KB)
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