- Go to the People table.
- From the People table, edit the person’s record who you want to add a document to (either double click on them, select them and click the “edit” action button, or right click on the person and choose edit).
- The “General” related tab will be open by default. Open the “Documents” subtab.
- Click the green “New” action button.
- Add a title for your document, and select the correct file to upload.
- Click the green “Save and Back” action button to save this document to the person’s record.