Access the Key Documents tab from the green options at the bottom of the Setup area of Fastrak.
From within this area of Fastrak you can add either individual Files or create a Folder structure using the options in the top right section of this area.
If a document is no longer relevant you can simply delete it by using the red cross at the end of the relevant line.
As you build a library of documents it will start to look as follows.
As these Folders and Files are added they will be reflected in the General Documents area of the Client Portal.
