Manage and store files in your CRM | Documents page

On the documents page, you can store files to be shared with your entire team right inside your CRM account.

This way, all your relevant files can be easily accessed, downloaded, and shared with customers without leaving OnePageCRM.

Click on More → select Documents.

To add documents, click Add Document to select a file from your computer.

To add a file from your Google Drive or Dropbox, click on the downward arrow → if you haven't yet, sign in to your Dropbox or Google Drive account → click on your file → click Select.

To edit (rename) a document, hover over the file on the Documents page and click on the pencil icon.

To remove a document from the Documents page in your CRM, hover over the document and click on the bin icon.

You can download docs from the Documents page by hovering over the document and clicking on the downward arrow icon.

Click on the downward arrow to the right side of the Sort By box → select an option:

• Name - Alphabetical order of file names, pinned files will be displayed at the top.
• Size - Size of file
• Type - File format

When sorted by Name, pinned documents will be displayed first.

To pin/unpin a document, hover over the document and click on the pin icon.

Start to type the search term (e.g. name of the document) in the Search Box at the top.

Matching documents stored inside your CRM account will be displayed while you are typing.