Documents can be attached to any of the entit records. Here a document is to be attached to an account. When the account is selected, the number of Documents attached to the record can be seen in the bottom pane. Click the Documents tab below.

The list of attached documents appears. To add a new document attachment, click the "Add a document" icon.

A pop up window appears, through which a file can be attached to the Account. To choose a file on your local computer that you wish to attach to the account record, click the Browse button.

The file chooser popup appears. Choose the file to be attached and click Open.

You can optionally enter a description of the file, for easy access. Click save.

Clicking on Save brings us back to the main list Accounts screen. The new document can now be seen under the documents list.

Existing documents can also be modified. Click on the Edit Icon found on the left side of each document.

The edit Account attachment pop up box appears. Click on Browse and upload the file again for it to be edited.

Choose and upload the edited file.

Modify the description and categories as necessary, and click Save.

You can also delete attachments. Click the X found on the left side next to each document.

A popup appears asking confirmation to delete the document. Click OK.

On clicking OK for deleting the document we are brought back to the Account list. Now there are only two documents instead of three. The document selected has been deleted.