How To Upload a Reusable Image or Document

Step 1. Click Documents in the sidebar, and then click Upload

Step 2. Enter the details for your new document

• Document Names may only contain letters, numbers, spaces and hyphens.

• Each document must have at least one Tag.

• Global documents are automatically added to every NEW Lead/Booking. Any existing Lead/Bookings the document will need to be manually added.

• Encrypted documents are encrypted when stored on client mobile devices.  There are some limitations associated, so this option should only be selected when the document contains sensitive information.
  
  

Step 3. Add your PDF or Image

You can drag and drop your file into the specified area.

OR, You can click the blue highlighted area, and browse to select your file manually.

Step 4. Upload your file

Related Articles:

• How to Add Documents, PDFs and Images to a Lead Booking

• How To Add a PDF Document (Android)

• How To Add a PDF Document (iOS)

• How to Add Client and Supplier Documents