You can upload and access resources for your organization in the notes & documents center. This is also where you can find welcome letters, certificate booklets, etc. Read this article to learn more!
- After logging into your account, look for the Menu dropdown toward the top-right of the screen and select Account Information >> Notes/Documents Center.
- You can click on any Note within the table to view more information, and open attachments.
- If you have system permissions, you can also Add Notes and set parameters such as: Locked (cannot be edited by anyone else but you), Visibility to Employees, and Attachments.
