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Organize documents

How to view documents:

In the left menu, go to CRM → Documents.

An overview of folders and documents will open.

Each folder can contain additional folders and documents.

Documents are displayed as files (e.g., bid_template.docx).

How to add a new folder

1

Go to CRM → Documents.

2

Click the transparent button

3

Fill in.

A form will open where you fill in:

  • Folder name (required) - folder title.
  • Parent folder - select a parent folder if you want to place this one inside an existing folder..
4

Click Add

How to add a new document

1

Open the folder where you want to store the document.

2

Click the transparent button

3

Fill in.

A form will open where you fill in:

  • Document name (required) - document title.
  • Folder - the folder where the document will be stored (pre-filled if you’re already inside a folder).
  • File - upload a file from your computer.
  • File link - alternatively, insert a link to a cloud-stored document (Google Drive, OneDrive, etc.).
4

Click Add

How to manage documents:

Click on a document to open or download it.

Documents and folders can be deleted or moved as needed.

Tips

  • Use a clear folder structure (e.g., Marketing materials, Customer profiles).
  • For larger teams, it’s practical to store links to shared cloud storage (Google Drive, OneDrive).
  • If you use recurring templates (e.g., invoices, contracts), create a dedicated folder for them.
  • Common mistakes Missing folder/document name: Without it, the item can’t be saved.
  • Duplicate documents: Always use clear naming conventions (e.g., Offer_ClientName_2025).
  • Forgotten link settings: If adding a document as a link, make sure the sharing permissions are correct (otherwise colleagues won’t be able to open it).

    • Summary

    Topic Summary
    Organizing Documents Documents are organized into folders and subfolders for a clear structure.
    Creating New Folders New folders are created via + Add folder, where you define the name and optional parent folder.
    Uploading or Linking Documents Documents can be uploaded directly from your computer or added as links to cloud storage (Google Drive, OneDrive, …).
    Managing Documents and Folders Every document or folder can be opened, moved, or deleted at any time.
    Naming and Folder Conventions Clear naming conventions and dedicated folders (e.g., for templates) keep the storage organized and easy to navigate.

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