Document Packets - Adding PDF's
Adding a PDF
The assets that have been uploaded to your account will load in a pop-up like Fig. 8 to the right here.
1. Checking the box in the top right corner
will add that file (in a live account, it will have
a mini preview of the pdf)
2. The file name of the uploaded PDF
3. After selecting the wanted PDF, you will click" Done" to make your selection.
Back on the Edit Company Document Page:
1. The selected PDF name is now shown
2. Now you can edit that PDF by clicking the" Launch PDF Editor" Button
Final Step
Any changes made would have to be saved by clicking on the save in the bottom right corner, and will require it to be published for these to be seen in the SolutionView app.