Transactions always include some sort of documentation or paper trail. There are several ways to save documents in Chime so that you can access them later as needed.
To access and save a document associated with a transaction, navigate to a Lead Profile > Transactions & Docs > click on the transaction:
You can also access a transaction by navigating to Transaction Management > clicking on a transaction:
You are now on the transaction detail page. Next, click on Documents:
Use the Click here to upload a document to attach a file:
You can upload a file from your computer, Dropbox, or Google Drive.
- Each file that is uploaded can only be a maximum of 10 MB in size
- There is currently no limit to the number of files that can be uploaded to a transaction
Another way to upload a document is via a transaction task. Transaction tasks are accessed on the Checklists page of a transaction:
Once you click on a transaction, you will be presented with four different options. The one related to this topic, of course, is the Upload option:
You will have the same three options for uploading a document (file, Dropbox, or Google Drive), but there is also a switch that you can toggle on/off that will allow for you to mark the task as complete with the document upload.
To learn more about Transaction Checklists, see HERE.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.