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Add Documents to Accounts

< 1 min read

Store important files:

Document Types

  • Signed contracts
  • Insurance certificates
  • Site maps/floor plans
  • Equipment manuals
  • Special procedures
  • Historical invoices

Document Management

  1. In Files related list
  2. Click Upload Files
  3. Categorize documents
  4. Set sharing permissions
  5. Version control enabled

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