Documents

Documents and templates

Numbered files (proposals, reports, letters) with optional templates, versions, and portal sharing.

1. Turn Documents on. Open Documents to create one for a company. Use Search on the list to find a title, number, or company without scrolling.
2. Owners and admins can edit the four kind templates (Note, Brief, Proposal, Contract) and add named paper templates (for example an NDA). Pick a named template when you create a document. Heading on the paper (Note, NDA, …) is editable; it is not locked to the kind.
3. Upload a file or write in the editor. Share to the portal when the customer should see it.
4. Staff can delete a document from the list (bin) or the document page. Confirm Delete “title”? Versions, signatures, attached files, and generated PDFs go with it. Linked quotes and contracts in Sales stay. Demo workspaces cannot delete.
5. The small “Editing this document” list shows staff who have the document open. It does not lock the page — two people can still save. The later save wins.
6. Signatures, if you use them, stay on the document page — not on the public website.

Related: Proposals and contracts · Client portal (staff view)

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