Proformex allows you to keep all documents relating to a contract in one spot for easy reference.
The Documents section of the Details page allows users to store documents related to a contract in one place.
- Any completed Reviews are also automatically available here as well.
- Any documents uploaded here will NOT be processed by Proformex- this area is for storage only.
1. To get to the Documents section, go to the Details page by clicking on the contract number from any spot in the application. From there, select the Documents option on the left side of the Details page. 
2. You will now be on the Documents section. To upload a Document, click the 
option on the top right of the screen.
3. The Upload Policy Document modal will appear. Choose the document you want to upload, provide the Name Description for the document, and click Upload Document again. 
4. The document will now be available from the Documents table, along with the Document Name, Date Uploaded, and name of the User which uploaded the document. Documents which are uploaded here can be deleted. Reviews which are stored here (as well as stored in the Reviews section) cannot be deleted, but they can be renamed. 
Note that uploading documents to this section is for storage purposes only and documents uploaded here will not get processed by Proformex. Refer to Uploading Documents for Processing for how to upload illustrations and statements for processing.