Adding a document attachment

Documents can be attached for reference in the overview section of the strategy.

  1. In the Overview section of the strategy, click Add Item in Related Documents.
  2. Use these methods to specify which document to upload:
    1. Drag and drop the document from a local folder in your computer to the Upload New Document modal box.
    2. Click Upload Files and select the file from its location in the local disk.
  3. Click Save.