The documents section is where you can store all files related to your business.

You can create folders and sub-folders. Click on the "Add Folder" button to create a folder in the root. Click on the plus icon next to a folder to create a sub folder within that folder.

If you set a folder to be private the system will not let you share any files in that folder.

To edit a folder, click on the edit icon next to the folder.

Click on a file name to view/edit/download. When click on a file name a popup will open with three buttons at the bottom.

  • Green button - download the file to your computer

  • Yellow button - share the file with one of your contacts

  • Blue button - save any changes you have made to the description or folder