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  • What Are Documents
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  1. Sales App

Documents

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Last updated 3 years ago

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What Are Documents

The Documents section of the Sales App allows you to add, consult or share numerous types of documents such as forms, files, presentations, videos or images. This content can be added in the back-end by your Administrator.

How To Access Documents

Start from the home screen of the Sales App. Tap the button named 'Documents'.

The Documents section will open immediately, showing you all documents that have been added, ready to view.

Tap the document of your choice to view it. You can also share it by tapping the share icon in the top right corner. This will allow you to share it to connected apps on your device, copy it, print it, save it etc.

Documents in the main menu
Documents opened
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