📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
You can add documents from the web version or the mobile app. Below, we explain how to do it on each platform. Remember, you can only manage documents if you have administrator permissions.
1. Adding documents from the web version
In the Documents menu, at the top of the screen, you’ll find the “Add” option, which will allow you to choose between three options:
Upload document: add a file (ppt., doc., zip, etc.).
Upload link: add links (video URLs, webpages, etc.).
Create a folder: create all the levels and sublevels you need.
2. Adding documents from the mobile app
When accessing the "Documents" menu, you’ll see all the documents added from the web version, and from the mobile app, you can also:
Upload an image.
Add a document: upload a file (ppt., doc., etc.).
Create a folder: manage all the folder levels and sublevels you need.
Take a photo: take a picture, and Sage Sales Management will add it to the folder you’re in.
2.1. Adding documents on Android
On Android devices, you’ll find the "+" option at the bottom right of the screen.
2.2. Adding documents on iOS
On iOS devices, the "+" option is available at the top right of the screen.
Note: If you are in a folder and add a new folder, it will be created as a subfolder within the selected folder.