# Add Documents

## Add Document

Adding document within plan

Go to more and click on Documents

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FxxMuXIbYDKIQtwSlqtwv%2F0.png?alt=media)

Click on +Document

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FPV7wKV3IC1qkMCTVaylW%2F1.png?alt=media)

Upload document and add description then click on save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F1XCRpguskhjozGTtxEBh%2F2.png?alt=media)

User can view added document at the top

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FvbD4zTZFUY2NzYNCL1BG%2F3.png?alt=media)

## Edit Documents

You can choose to edit the document that you have created.

To edit document

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FA7o6lyWnI1aAaMNRjcuh%2F4.png?alt=media) for the record which you would like to edit and click the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F96dj33yplZLv4oPL4EIN%2F5.png?alt=media)

Make the necessary changes and click on **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FGAlaZYmfRXHYnCiGFSiQ%2F6.png?alt=media)

## Delete Document

Document once added can be deleted if no longer necessary

To delete Document

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F6qHoHvX6M3jul2Ymyww6%2F7.png?alt=media) for the record which you would like to delete and click the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FRUyhLj3zttq5DZwIDgEz%2F8.png?alt=media)

Give your confirmation in the popup and the record will be deleted

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FpYXMN4SMULMYRrsRoXm7%2F9.png?alt=media)

## View Document Details

You can choose to view the document that you have created.

To view Document

Click on the Action (3 vertical dots) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FH4fkcdyk8ajLRXGmbS8k%2F10.png?alt=media) for the record which you would like to view and click the **view** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FVBBdmeMho5jAOUP5NXPG%2F11.png?alt=media)

You can see all details of documents

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Frxo1X3GLRiu2YwfbyMY7%2F12.png?alt=media)


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