Documents

Documents is a shared file library for the workspace: contracts, SLAs, proposals, and templates, each filed under a category and optionally attached to an account.

Before you start: a role with View documents to see the library and Upload documents to add to it.

Upload a document

Resources → Documents → Upload Document. Two steps:

1. Upload File. PDF, Word, Excel, and PowerPoint files up to 10 MB. The file uploads immediately and shows its size when done.
2. Add Details. A Document Name and a Category are required: Contracts, SLAs, Proposals, Templates, or Other. A description is optional. Associated Account attaches it to a customer, so it shows on that account too. Mark as template flags it as one to reuse; the helper says templates are available to all team members.

Create Document finishes.

Find and use documents

Search by name, or filter by category. Each row offers Download and Delete. Deleting asks for confirmation and cannot be undone; the file is removed from storage, not just the list.

When it goes wrong

• "Please upload a file before submitting." Step 1 did not complete. Choose the file again and wait for the size to appear.
• "Please select a document category." Category is required.
• The file is refused. It is over 10 MB or not one of the supported types. Compress it, or share a link instead.
• A document is not on the account. It was uploaded without an associated account. There is no edit for that yet; upload it again with the account set and delete the first copy.