Store documents against bank details

Owned by Fiona Wilson, created
Oct 04, 2022
1 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

From AgencyCloud 12.155, documents can be stored with bank details

1. Access bank details

From a bank details screen, such as on a landlord or supplier record:

  • Documents button is available top left
    This option provides access to Document Management functionality (seen throughout AgencyCloud), see step 2

  • Save button is now available top right on the Bank Details screen

2. Store documents

To store documents:

  • Click Documents, then click Add
    OR

  • Click and drag the document over the Documents button