Adding Products & Services and/or Contacts to a Document

1. Go to Documents > Documents.
2. Click on the New + icon to create a new Document.
3. Select/Update your Product & Services (multiples are allowed) as pre-defined in Scilife Settings and if the allow to override option has been toggled on at Document Type level.
4. Select/ Update your Contacts (multiples are allowed) as pre-defined in Scilife Settings and if the allow to override option has been toggled on at Document Type level.
5. Save your changes.

The Products & Services and Contacts associated with your Document can be seen from the Document Info tab.

Relevant for: Administrators / Managers / Regular Users