Follow

How to create Dossier

In the Dossier overview screen, on the top right, click on the "Create dossier" button.

You will get 2 choices, click "Create new".

mceclip0.png

 

Fill out all required fields (noted by a green * ).

 

Ignore the Paste button for now. This feature is used for inserting data into fields faster, but requires data in the correct format and won't fill all the required fields.

 

mceclip1.png

After filling out all the fields and clicking the "Create dossier" button. You can start adding more data to the Dossier.

mceclip2.png

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.