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.
In this article:
| Add Documents | Pin Documents |
| Edit Documents | Sort Documents |
| Remove Documents | Search Documents |
| Download Documents |
|
Add Documents
Edit Documents
Jump to Article's Overview ⮝Go to Documents → hover over the file → click the pencil icon to edit or rename it.
💡 Renaming a file only changes its name in OnePageCRM.
💡 Any user can rename files.
Remove Documents
Jump to Article's Overview ⮝Go to Documents → hover over the file → click the bin icon to edit or remove it.
💡 Any user can remove files.
Download Documents
Jump to Article's Overview ⮝Go to Documents → hover over the file → click the downward arrow to edit or remove it.
💡 You can preview the document by clicking on it.
💡 Any user can download files.
Pin Documents
Jump to Article's Overview ⮝Go to Documents → hover over the file → click the pin icon to pin it.
Sort Documents
Jump to Article's Overview ⮝Go to Documents → click the Sort by dropdown → select an option.
- Name - Alphabetical order of names
- Size - Size of file
- Type - File format
💡 When sorted by Name, pinned documents will be displayed first.
Search Documents
Jump to Article's Overview ⮝Go to Documents → use the Seach Box → start typing the name of the document.
💡 Documents will also display the total files uploaded and the total account storage used