Concursive ConcourseSuite CRM Help

How to Create List of Documents

1. Login to your ConcourseSuite site.
2. Click on the “Help Desk" tab.
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3. Select View
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4. Click the blue action icon next to the ticket that you wish to add a document list to.
5. Select View Details.
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6. Click on the Documents tab to the right.
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7. Click Submit File.
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8. Enter a subject into the "Subject" field.
9. Click Browse to search your hard drive for the file that wish to place in the list.
10. Click Upload.
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