How to Setup up Documents

How to Setup up Documents

Documents are vital tools for sales activities, enabling you to attach relevant business documents to your sales outreach. This ensures that your prospects receive all necessary information in a consistent and professional manner, enhancing the effectiveness of your communication. In this guide, you will learn how to manage your documents.

Getting Started with your Documents:

To start managing your templates, navigate to “Settings,” select “Templates & Documents,” and then choose “Documents.”

Here, you will find all the documents you have created,

To begin adding templates, click the “Add New Document” button in the top right corner. A pop-up window will appear, allowing you to enter the details of your new document.

Building your Documents:

First, you'll see a "Document Name" field, which helps you identify the purpose of the specific document.

Next, there is a description field for adding additional information about the document.

Then, you have an input field to upload your selected document.

Finally, there's an optional image field that allows you to add a corresponding image, helping to further identify the document and its use.

Once you are happy with your document, simply click the save button. 

Managing your Documents:

Once your documents are created, you will have a couple options to manage them:

1. Preview: This option provides a pop-up preview of your document.
2. Manage: This allows you to quickly edit or delete your documents.