To add files to a vendor in TotalBrokerage, click on “CRM” and then View Vendors from your dashboard.
Select the vendor for which you want to add a files for.
Once you're inside the vendor's information, click the “Files” tab.
You can click the operation button next to a document to upload a file.
Next, this pop up will display. Press the edit icon next to file and check off the disclaimer and press upload. Select the document you want to upload and press save.
After you press save, you will see the document was uploaded into the location. Your operations menu will now allow you to view, download, edit (which is replacing the document), or delete.
