This feature is only available for the following plans:
ALL PLANS
Click here for more information on our plans.
Click on any of the following links to go to the sections within this article.
You can add specific documents for an account directly from the account file screen. These documents can only be viewed from this menu.
1. From Android Devices
To add a document you have to access the documents menu located in the account file.
Then, click on the “plus” button and you will be able to:
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Once you have uploaded your documents to the account file you can share, rename and delete the file by clicking the three dots to the right of the document.
If you need to share documents, you can do it with contacts, accounts, users, or other contacts. With the last option, you can share it via phone with whomever you want.
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You can also click the document to download and share it with contacts, accounts, users, and others.
2. From iOS Devices
To add a document you have to access the Documents menu located in the account file.
Next, click on the “plus” button and you will be able to:
Add folders: organize your documents according to their content (billing, budgets, catalogs, etc.)
Add documents: you can add pictures, PDFs, Excel, Videos, etc.
Take photos: take a photo of a paper document to save the information
Once you have uploaded your documents to the account file you can rename, share, sign, and delete the file by clicking the three dots to the right of the document.
You have three options when sharing a document. Click "Yes" to share it with ForceManager contacts, or click "Other Contact" to share it externally via email.
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Finally, click on the document name to automatically download it to your device.