It is wise to collect and store file documents pertaining to a lead in a central location accessible from any computer with an internet connection and we have just this feature for you to take advantage.

Once a lead is added to the system, locate the lead in the lead list and click on the lead name to open the lead card. Next locate and click on the Documents tab.

The documents tab will contain a button to Upload new documents and a table containing the list of uploaded documents with columns including name, added date, added by, and a blank column that will contain a Delete option when there's a document listed.

There are a couple options to upload documents once you've opened the upload window. To start click the Upload button then attach the file by either clicking a file from an open folder window or by clicking the center rectangle of the upload window to open a directory search from which you can locate and choose the document you want to upload. Once the document is queued for upload you will notice it is listed at the bottom left of the uploaded window in green. Multiple documents can be queued for the upload. Complete the upload by clicking the Upload button at the bottom right corner of the upload window. When successful you will see the documents in the documents table.

To view documents, simply click the document name which is given a blue color to indicate it is an active link. If your browser has a built in tool to view the type of document another tab will open displaying the document's contents. If your browser does not have tools to view the document type then the file will download and will open in your computer's default program assigned to the document type.

In the documents table locate the document you want to remove, then locate and click the garbage can icon labeled delete. Deleting will permanently remove. Next click Confirm and you will see the document is removed from the list.