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Add Files and Notes in Account 360

Add Files and Notes in Account 360 

You can now add notes and files from the account 360 section. 

 

Note: This feature is now available for AMS 360  & NowCerts users too.

 

To add files from account 360:

  • Navigate to accounts

  • Click on an account name to view the account 360 section

  • Click on files

  • Click on the new file to add a file.

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  • Add the attachment and click on upload.
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To add a new folder:

  • Click on new folder.

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  • Add folder name and click on save.
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To add notes from account 360:

  • Navigate to accounts

  • Click on an account name to view the account 360 section

  • Click on notes

  • Click on add note

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