How to Share Documents to the App

You are able to share documents with your Advocates. You can either upload a document for all Advocates or share with one Advocate.

You may want to share a document with an individual advocate such as a contract or warranty.  

How to share a document with an individual Advocate

1) Log in to the Dashboard

2) Go to Advocate --> Active

3) Search for the Advocate you would like to share a document with 

4) Click on the Advocates name and you will be brought into their account, click on the "Documents" tab --> Upload Documents

5) Here you will be able to upload the document and the thumbnail you would like to display

Upload documents for all Advocates

1) Go to Advocates --> Documents

2) Click on upload "Documents for All"