This help article details the process to manage your documents in our document vault.
- A CRM Pro subscription is required for this feature.
- The document vault feature is available on the Contact and Listing record types
Navigation to the document vault
- Contact Records: Navigate to My Contacts>find contact>Click Magnifying Glass>Documents tab
- Listing Records: Navigate to My Listings>find listing>Click Magnifying Glass>Documents tab
To upload documents
See screenshot below for details on uploading documents:
To download, edit or delete a document
See the screenshot below for details on downloading, editing or deleting a document: