Store documents against 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