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Uploading Documents and Configuring Document Categories

LeadCenter presents a new feature to its already robust lead management software. It’s called Documents. As a financial advisor, you must draft financial plans and record clients’ financial portfolios. The Documents feature in LeadCenter enables you to house all documents with sensitive information related to clients’ assets. Moreover, the seamless integration of this feature with the lead management software allows you to store these documents with the respective leads and categorize them as per your requirements.

Uploading a document

Follow the steps given below to upload a document:

  1. Log in to LeadCenter.ai.
  2. Click on Documents in the left navigation panel.
  3. Click on the Upload Document button on the right.
  4. A modal will open where you can select the required options.
  5. Click Upload to confirm uploading the document or Cancel to go back.

Configure document categories

To add document categories, follow the steps given below:

  1. Click on Setup in the left navigation panel.
  2. Navigate to Document categories under the Basic Settings tab.
  3. Click on the Add New Category button on the right.
  4. A modal will open.
  5. In the Name field, write the name of the document category. For example, bank statements, investment portfolios, etc. Note: You can define the document categories as per your business requirements.
  6. Click Create new category to add a category or Cancel to go back.
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