Understanding Documents

The Documents module works as a library of files and links that you can access on the web and mobile app.

It brings together sales materials, such as catalogues, presentations, and supporting documents, for use in meetings or customer visits.

You can also add documents to an account record to keep them linked to that customer relationship.

You can organise content into folders and subfolders according to its purpose, document type, or subject.

Alongside files, the library can include links to external resources, such as websites or videos.

Document management and folder settings depend on each user’s permissions. Administrators can configure folder visibility and security.

The module offers several ways to access content:

You can download files to use them on your computer or mobile device.

On the web, you can upload files, add links, and create folders.

On the mobile app, you can also add files and images, create folders, and take photos to add to the selected location.

Management options allow you to rename, share, and delete content, depending on your device and permissions.

To change a file’s content, download it, edit it, and upload it again.

You can share documents with contacts, accounts, users, or other recipients.

This allows you to provide sales materials and supporting documents when following up with customers.

Sharing options vary depending on the device you use.

The account record includes a space for adding specific documents, such as quotes, invoices, or photos of the business.

These documents are accessed from the account record and remain separate from the general library in the Documentsmodule.

This allows you to distinguish general materials from documents linked to a specific account.