Managing Document Folders
Availability Permission Required Users with Manage Folder permission for Documents in their profile can access this feature. Create Document Folders Creating folders are the best way to manage and keep the documents organized. You can upload ...
Uploading Documents, Creating Files, and Other Functions
Upload Documents In the Documents tab you can upload presentations, spreadsheets, PDFs, and the like for easy access. You can upload up to 10 files at a time. Availability Permission Required Users with view, create, modify, and delete document ...
Document Library within CRM
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date ...