Documents Widget

Updated 3 years ago by Celina Kwan

You can insert the documents related to the lead into the Documents widget. The emails you sent to the lead will be saved to the Documents widget if you choose Save copy to entry’s documents in the email compose dialog.

Open the document by clicking on its name.

Click the arrow to open the drop-down menu to delete the document or edit its properties such as name, description and access rights.

You can add a document by selecting +ADD.

Select the converging arrows to open the documents in a larger dialog box.

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