How does the documents menu work?

This feature is only available for the following plans:
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1. Documents on the web application

After logging in to ForceManager, click on the Documents icon in the upper or lateral menu to see and manage all the files you’ve uploaded to the system.


In this menu, you will see:

  • Recent documents: A list of recently added documents.


  • Favorites: Quickly access your most important documents by selecting them as favorites.


How can I add favorite files?

Hover over the document or file you wish to favorite. Click on the star icon that appears to select and deselect it as a favorite. The files you select will appear in the “Favorites” section. 


  • Folders: You can manage all your folders and subfolders with all the files and/or links you need. ForceManager allows you to add as many sub folders as you want. 

The list contains details concerning each folder or document such as the name, the size, the file format [Adobe Acrobat (.pdf), MS Word (.doc), MS Excel (.xsl)], the date and time the document was uploaded to ForceManager.



2. Documents on the mobile application

2.1. Documents on Android devices

To access documents from your mobile app, you will need to go to the left side menu of your device and click on ‘Documents’.

Once there, you will find different sections:

  • List: here you will find all folders, subfolders and files uploaded into this menu.
  • Recent: you will find the most recently added documents.
  • Favourites: you can add your most important documents for quicker access. To do that, from the document options, select ‘add to favourite’.

Remember that you can view, download and share all files whenever you need.

Documents_Menu_Android_1.PNG Documents_Menu_Android_2.PNG Documents_Menu_Android_3.PNG
2.2. Documents on iOS devices

On iOS devices, access to documents is found along the bottom bar or within the ‘more’ option. By accessing this menu, you will see all the folders and files (Word, pdf, Excel, PowerPoint) uploaded into ForceManager:

Aside from all documents, you will find different sections:

  • List: here you will find all folders, subfolders and files uploaded into this menu.
  • Favourites: you can add the most important documents to favourites for quicker access. To do that, select ‘add to favourite’ from the document options.
  • Recents: you will find the most recently added documents.
Documents_Menu_iOS_1.PNG Documents_Menu_iOS_2.PNG Documents_Menu_iOS_3.PNG



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