1. Select the "Payees" option from the "Customer Options" ribbon.
2. Select the 
document upload icon next to the payee record that the document needs to be uploaded against.
3. Click on 'Select file', search on device for the required document and click 'Open'.
4. Review the upload field options:
- Title - this is the saved name of the document to be uploaded.
- Expiration Date - This is the date that will be set as to when the uploaded document expires.
Note: system notification emails will be sent to users prior the the expiration date set as a prompt to replace or request from the payee an updated document. - Make file accessible to all payees and internal users - this option will make the document URL available for download by your suppliers and internal users.
5. Select the 'Save Changes' button in the footer of the system to upload and save the document.
Note: the document will be available for download within the payee record and from the Documents Library.
