The Document Center: upload, find and open documents

The Document Center keeps every document in one place: customer documents, insurance policy documents, loan application files, bank documents and bank query replies.

Upload a document

1. Open Documents in the sidebar.
2. Click Upload Document.
3. Choose the customer and the category, then pick the file.
4. Click Upload. The file is stored in your organization's private storage.

Find a document

• Use the category chips at the top (for example All or Uncategorised) to narrow the list.
• Search by customer name or file name.
• Loan documents are visible only to people who may open that loan file.

Open a document

Documents are protected by a document password.

1. Click Open on the document.
2. Enter the Document Password.
3. A secure link opens the file. This link is valid for 5 minutes, then you need the password again.

Important: When a password is generated, BizDue shows it only once. Save it somewhere safe. If it is lost, a user with edit permission can reset it.