Document Types
Document settings are used to both include and modify the types of documents. Subsequently, these document types can be added to your contacts, entities and relationships.
Global Documents Section
Summary The Documents section shows all documents that have been uploaded in the system. It is the central place where you can view, edit, and manage documents. How to use it Opening Documents Click Documents from the left menu. You will see a list of all documents in the system. Working with a Document Click…