Documents

Document management involves the systematic organization, storage, and retrieval of digital files within our system. It encompasses a range of functions, including uploading, categorizing, versioning, sharing, and securing documents, to facilitate smooth and efficient document workflows.

Upload Documents

1. Access the lead file section within the lead module.

2. Click on the document icon to access the document management options.

3. Click on the upload icon to initiate the document upload process.

4. Choose the document you wish to upload from your device's file explorer.

5. Confirm the upload action to add the document to the lead file.

Managing Documents

Once documents are uploaded, users can perform various actions to manage them effectively:

Click on the to access all the options listed below.

1. Download: Click on the download icon to download the document to your local device for offline access.

2. Rename: Select the document and click on the rename option to modify the document's name for clarity and organization.

3. Share: Share the document with relevant team members or external parties by clicking on the share option and providing the necessary permissions.

4. Mark as Public/Private: Choose whether to mark the document as public or private. Public documents are visible to all users with access to the lead, while private documents are only accessible to specified users.

5. Remove: To remove a document, select it and click on the remove option. Confirm the removal action to delete the document from the lead file.