CRM - Documents

Modified on Tue, 13 Aug at 3:04 PM

Upload any documents that you want to attach to a marketing campaign here. 

Simply click +Add in the top right corner and then press the choose file button to browse your computer for the necessary file before uploading. 

The Description field is mandatory and should be used to give a brief idea of that the file is to be used for (e.g. "Christmas Menu"). 

The tags field is optional – it is there to help you classify and order your attached documents, especially if you are uploading multiple documents.




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article