How can I enable a mandate file/documents upload against an Action closure?

Depending on your account permissions. You will firstly need to go into the “Settings” tab and then click onto the icon named “Action Types”.

You will then need to locate the relevant Action(s) individually and then click onto the small pencil icon to edit the Action type.

A pop up will then appear and the second option named “Mandatory Document Upload” if you tick the “Yes” option and save, this will then make it mandatory for a document to be uploaded to all Actions under this Action type, in order for them to be completed.