The Documents section allows you to manage and share documents. In the browser, you can access all associated files directly from the "Documents" section within a Contact card. If you're out and about, you can access them from the mobile app instead. Here's how.
Accessing The Docs & Files
First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.
Next, click the Book icon to access all the Contacts within your CRM.
Click on the contact's name that you want to check.
Switch to the Docs & Files tab, where you'll see all documents by default.
Use the top bar to switch between categories.
The files are organised into folders. Click them to access the individual files.
The individual files are available for viewing and downloading.
That's all there is to it. You can view and download files on the go, helping you manage customer data and keep conversations moving when you're away from your desk.