In Documents you can upload important files such as contracts, T&C's, projects, quotes and other important stuff relevant to each account.
For each account created in Cirrus, a document folder is also created. If you upload a file in the folder on an account, the document is automatically linked to that account. If you want to know more about how you can link your files to various data in Cirrus, have a look at the guide below!
There are two ways to upload documents.
Upload directly to an account
Go to the account you want to link a document to, head over to the Documents tab and click the button to upload a file.
Upload in the Documents page
1. Go to Documents in the menu.
2. You can find existing documents or choose to upload new documents.
Select a customer in the menu to the left, select a sub folder or create a new one, then drag or upload your files at the bottom of the page.
3. When the file is uploaded, the edit mode automatically opens where you can add tags, change file location and upload additional documents.
⭐Learn how to link documents to data in Cirrus ➡HERE!⬅