We know how important it is for small business owners to keep their documents organized and easily accessible. That’s why we’re excited to introduce a fantastic new feature that streamlines document management right within your CRM!
đź“Ś Why This Matters
Managing documents can often feel overwhelming, especially if you’re juggling multiple clients and a variety of files. Having a centralized place for all your important documents not only saves time but also enhances your productivity. The more organized you are, the smoother your workflow will be!
✨ What’s New
- Docs and Files Tab: Now, you can access a dedicated tab at the contact level that houses all your essential documents in one spot.
- Organized Folders: Your files are automatically sorted into categories like Internal, Sent, Received, and even Custom Fields, making it easier than ever to find what you need.
🛠️ How to Use It
- Step 1: Open any Contact in your CRM.
- Step 2: Swipe to the Docs and Files tab.
- Step 3: Tap Upload to add your documents (you can upload up to 10 files at once, in popular formats like PDF, DOC, JPG, and more!).
- Step 4: Browse by folder or preview files simply by tapping on them.
đź’ˇ Pro Tip
Make a habit of regularly uploading and organizing your documents to keep everything streamlined and efficient!
