Documents can be uploaded to a Person Record from the Attachments section. There is a document size limit of 10MB per document. Some characters are prohibited in the file name.
Uploading a document
- In the CRM tab, open the Opportunity or Person record.
- Select Attachments in the left-hand panel.
- Click Upload File - allows you to upload a file from your computer, or
- Click Attach From Library - prompts you to select a document from your Mercury document templates.
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