To add a new document to the Address Book entry for the selected Caller, click the Add button.
Filename
Select or enter the location and name of the document.
Document Name
Enter a name for the document. By default, the filename will be added but you can replace that text.
Document Type
Select the Document Type from the list of types (these are set up under Lookup List Management). Optional.
Description
Enter a description for the document. Optional.
Keywords
Enter keywords to make it easier to find the document.
To enter a keyword, type in the New Keyword field, then click the Plus button or press <enter>.
To remove a keyword, click on the red cross button on the keyword.
