How to upload a document into CRM
On any page that allows you to upload a document, you will see the Upload Document button on the page top menu bar.
A pop up box will show with options to select for the document you are uploading.
The different category selections will filter the document types to a relevant selection. If you can’t find the actual document type you need, use the ‘Other’ option.
The documents will save into SharePoint and will still be accessible under the related Files(Documents) tab