What options are given in a document?

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: Once downloaded, the option of opening or deleting the document will be given. You can access either the top of the screen or by clicking on the document itself.
  • Share the document: You can share it with contacts, accounts or other users external to ForceManager. You can access either the top of the screen or by clicking on the document itself.

opciones_documentos.png

 

 

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

 

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