Document Storage
Managing Document Folders
How Can I... Create Document Folders Create Sub Folders Rename or Delete Sub Folders Delete Folders Availability Profile Permission Required: Create and Delete Document Folder permissions in the user's profile. Create Document Folders Creating ...
Managing Documents
How Can I... Upload Documents Create Files Delete Files Availability Profile Permission Required: View, Create, Modify and Delete Document Folder permissions in the user's profile. Upload Documents Upload presentations, spreadsheets, PDFs, etc. ...
Document Library within CRM
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date ...