How do I access INVU from CCD?

This article explains where in CCD you will be able to use INVU to add and find documents.

If you use INVU as your document management system there are a number of places in CCD where you will be able access INVU.  Within the Clients module you will find access in 2 areas, the first on the front page of Clients > Scanned docs:
You will also find access within the Holdings:
If you have the Compliance Module, you will also be able to access INVU against an Adviser:
With version 4.2 of CCD, you will also have the ability to use the INVU document management system within an Enquiry: