Embedded Files
When a salesperson manually uploads additional documents to a Deal Center, some of the documents uploaded have no existing document names. The Manual Upload function on Avesdo's Building Setup Portal allows you to add additional document names for the salesperson to select from when manually uploading new documents. This function is only available from the Developer / Admin dashboard.
Access Manual Upload
Access Manual Upload
To access the Manual Upload tab, simply navigate to the Building Setup Portal -> Documents -> Manual Upload.
Add or Remove Document Names:
Add or Remove Document Names:
Add document names: Add the document name in the free-form text box > Click +Add > Click Save.
Remove document names: Click on the Delete button to the right of the Document Name.
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