Adding Document to Profile
You can improve your company's profile by including various documents such as marketing brochures, certifications, or other relevant materials. Once these are added to your profile, they will be visible to P4D users when they review your company profile and can be downloaded by them.
Access document management page
You can access the page to upload documents by selecting ‘Documents’ in the top left corner of your screen.
Upload document
To upload a document to your company profile, just click on 'Upload Document' in the documents page. This will open a window where you can either drag and drop a file or browse for a file on your local computer.
Delete document
To remove a document from your company profile, simply click on the bin icon located on the right-hand side of the document that you want to delete on the ‘Documents' page. Upon doing so, another window will appear prompting you to confirm or cancel this action.
Preview profile
You can preview your company profile data by going to the ‘Company' section in the top left of your screen and clicking on
the ‘Preview’ button in the top right. The preview button is disabled while you are making changes to the data, but it becomes
active again after you save or discard the changes.
