Documents Section: Add, Remove, Preview

Add documents pertinent to the Project/Person Record.

Add New Document
To Add a document, simply click "+ Add Document".

Drag and drop your file into the populated window or you can click the window to select the document from your device.

Once your document has been selected, you will be able to provide the Document Title and Type.

Documents can be filed by Context to choose what the document should be related to:
Person, Deal, Project, Company

Edit or Delete Existing Document

To edit an existing document previously uploaded, hover over the file and a blue background will appear over your cursor. Click in the open space to open up the edit and Delete option.

Preview Document
To view/preview the documents listed within the Contract tab simply click the document you wish to view. Clicking the document will populate a new window/browser window showing you the contents of the document.

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