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.

In this article:
Add a Document
Sort your Documents
Search your Documents

How to add a Document

1
Go to your User Profile / Initials (in the top right-hand corner) → Select  Documents.

2
Click on 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 and select the option.

3
Select your file → Open.

How to sort your documents

Click on the  downward arrow to the right side of the Sort By box to open the dropdown list → Select from the options Name, Size, or Type

When sorted by Name, pinned documents will be displayed first. To pin a document, click on the pin icon.

How to search your documents

Type the search term in the  Search Box → Click on the magnifying glass icon or press enter.

NOTES
  • Your documents page will display the total amount of files uploaded and the total storage used for the entire account.
  • Any user can rename, download, and remove files.