📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
1. Documents from the Web Version
Once you’ve logged in to Sage Sales Management, to view or manage the list of document folders, click on the Documents option in the top or side menu of the web version.
In this menu, you can access various sections and folders:
Recent Documents: you’ll see the latest documents added.
Favourites: you can add your most important documents to favourites for quicker access.
How to add a document to favourites?
Hover the cursor over the document you want to mark as a favourite. To the left of its logo, you’ll see a star icon that allows you to toggle the favourites option. Enable this option for the documents you’re interested in, and they will automatically appear in the Favourites section.
Document Folders: you can add and manage your folders and subfolders (add as many levels as needed) with all the documents and/or links you want to include. From the mobile app, you can download and share all these files.
In the list, you’ll see details for each folder or document, such as: name, size, file format (Adobe Acrobat (.pdf), Ms. Word (.doc), MS Excel (.xls)), and the date and time the document was uploaded to Sage Sales Management. You’ll also have options to edit, share, download, or delete a document.
2. Documents from Mobile
2.1. Documents on Android Devices
To access documents from mobile on Android, go to the right-hand side menu of your mobile device and click on Documents.
You’ll find several sections:
List: see all the folders, subfolders, and files added to this menu.
Recent: find the latest documents added.
Favourites: add your most important documents to favourites for quicker access. To do this, select the "Add to Favourites" option from the document menu.
From this menu, you can view, download, and share all the files you need.
2.2. Documents on iOS Devices
On iOS, access Documents from the bottom menu (if configured to appear there) or within the More option.
When accessing Documents, you’ll see all the folders and files (Word, PDF, Excel, PowerPoint) uploaded to Sage Sales Management.
You’ll find several sections:
All: this section displays all the folders, subfolders, and files added to this menu.
Favourites: add your most important documents to favourites for quicker access. To do this, select the "Add to Favourites" option from the document menu.
Recent: this section displays the latest documents added.