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 details on downloading, editing or deleting a document: