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What actions can be performed on a document?
What actions can be performed on a document?
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Written by Training
Updated over a week ago

This feature is only available for the following plans:


Click here for more information on our plans.

You can carry out different actions for each one of the files you have included in the Documents menu:

  • Edit the name or delete the document: You can only edit the document name via the web application. Clicking on the top of the screen.

  • Download the file: By clicking on the document it opens a pop-up window that includes the download option.

  • Share the document: You can share it with contacts, accounts or other users external to ForceManager.


Note: Bear in mind that deleting a document you have downloaded implies deleting it from your device, not from the application.

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