How do you add documents from an account file?

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 must first 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, PDF, Excel, Videos, etc.
    • Take photos: take a photo of a paper documents to not lose it or to other interesting aspect of the company.

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Once you have uploaded your documents to the account file you can share, rename andd delete the file by clicking the three dots to the right of the document.

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If you need share a documents, you ca do it with contacts, accounts, user or other contacts. With the last option you can share it from your phone as you want and to whoever you want. 

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 You can also click the document to download and share it with contacts, accounts, users and others. 

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2. From iOS Devices

To add a document you must first 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, PDF, Excel, Videos, etc.
  • Take photos: take a photo of a paper documents to not lose it or to other interesting aspect of the company.

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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.


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You have three options when sharing a document. Click "Yes" to share it with ForceManager contacts, and 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.

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