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Documents

Documents help to store and organize contracts, presentations, reports, and other files related to your CRM records. This guide explains how to upload, manage, and connect documents with the relevant records.

Interactive demo — click through at your own pace.

In this video guide, you’ll find out how to:

  • store important document records in the CRM
  • organize your documents in folders
  • attach documents to the emails or records they relate to
  • save email attachments as document files
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Accounts Contacts Leads Opportunity Tracking Data Import Calendar and Activities Stream Email Sync Email Sending Email Templates Documents Using Print to PDF Campaigns Mass Email Web-to-Lead Guide Cases Knowledge Base Reports and Analytics Data Export Users Teams Security Roles Working Time Calendar Organization Meeting Scheduler Configuration Customer Portal Administration Entity Manager Dynamic Logic Configuration Workflow Management Formula Script Business Process Management (BPM)