How to Add Documents, PDFs and Images to a Lead Booking.

1. To begin, access the Leads tab on the left-hand side, then select either search or recent to find and open a lead booking.

2. Next, navigate to the Documents tab 

3.  Under the Documents list is all the documents attached, including the type of document, such as PDF, link or Image. Reorder, View or Remove documents as needed

4. To add an existing document, pdf or image, simply click link existing document.

5. In the Link Document pop-up, locate the existing document by searching for the name and clicking search. Once the document is found, click "Attach to Lead". You can add multiple documents and images from this window. When you're done, simply click the close icon.

Note: Multiple documents can be added from this window.

6. The attachment will be added to the bottom of the documents list.

7. The section at the bottom enables you to upload a document not already in your library. Just provide a name, enable encryption for sensitive information if needed, then click to select your file. Once uploaded, click the green Upload Document button.

8. Once uploaded, the document will be appended to the bottom of the documents list.