Adding documents to a sales representative

To assign documents to a sales representative, you first need to add a document for a user, and then select and assign it to the salesperson.

To add a document for a user:

1. Expand the "LUDO" tab.

2. Then expand "Administration".

3. Select "Settings".

4. Next, go to the "User documents" tab.

5. Click the "Add document type" button.

6. In the form that appears, select sales representative in the Type field.

7. Click Save.

To upload a document to a sales representative:

1. Expand the "Teko" tab.

2. Then select "Merchants".

3. From the list of sales representative, choose the one you want to assign documents to.

4. Go to the "Files" tab.

5. In the "Activities" column, click the plus (+) icon.

6. Add the documents and save.