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Adding Association Documents in Connect Admin

Adding Association Documents in Connect Admin

You can add documents to an association folder to keep important files organized and accessible.

Follow these steps to add new association documents:

  1. In CINC Connect Admin, go to Documents > Association Documents.

    OR

    In CINC with universal navigation, go to Associations > Documents > Association documents.

  2. Select the appropriate association.

  3. The Association Documents page displays. Use the Filter field to locate a folder by tag or date range. You can also click a Search icon to display additional search and filter fields to locate the appropriate document folder.

  4. Click the appropriate association folder.

  5. The association folder displays. Click Add New.

  6. The New Association Document page displays. Click Upload Files.

    A screenshot of a computerAI-generated content may be incorrect.
  7. The New Association File page displays. Drag and drop files or click Browse Files to search for and select the files you want to upload to this folde

    A screenshot of a computerAI-generated content may be incorrect.
  8. Click Save.

    The system uploads the file(s) to the folder.

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