 Documents What are documents? Documents can be any file that you want to store about a contact to refer to later or to share with others on your team. For example, you might write the draft of a contract and attach it to a contact's file. Then, others on your team can download it from PlaybookIQ and review it. How do I upload and attach a document? 1. Open the contact's file and simply click the 'attach' link in the Documents section. 2. Click the 'Choose file...' button and select the file from your desktop that you wish to upload. 3. Click the 'Upload' button and wait while the file is uploaded and processed. How do I open and view an attached document? Click on the icon next to the file. How do I make changes to a document? This is an important point. If you want to make changes to a document, please download it, make your changes and then re-upload it. How do I remove a document? To delete a file, click on the circled-gray-x next to the filename. |
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