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Managing documents in the document vault

Mel M. -

This help article details the process to manage your documents in our document vault.

Notes:

  • 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

my_contacts.pngcontacts_magnifying_glass.pngdocuments_tab.png

  • Listing Records: Navigate to My Listings>find listing>Click Magnifying Glass>Documents tab

listings_my_listings.pngmagnifying_glass.pnglistings_documents_tab.png

To upload documents

See screenshot below for details on uploading documents:

upload_document.png

 

To download, edit or delete a document

See the screenshot below for details on downloading, editing or deleting a document:

download_edit_delete_document.png

 

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