Documents Page

On the documents page, you can store files to be shared with your entire team. This way, all your relevant files can be easily accessed, downloaded, and shared with customers.

Click on More → select Documents.

Click Add Document to select a file from your computer.

Or...

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 document and click on the pencil icon.

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

Note: 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

Note: 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 will be displayed while you are typing.