To upload or download a document search everything for the company

Open the main company dashboard, and click documents on the right-hand side of your screen

Exsalerate also files documents attached to emails sent via Outlook and Gmail by matching the contact email address

(If the client profile doesn't exist simply create it in Exsalerate from your inbox)

Drag and drop files into the box to upload into Exsalerate (25MB limit) and they will then appear in a list below for you to search at anytime

Download and delete options are also available 

Email Attachments

Outlook 365 for Business Integration attaching a file to a client profile

Gmail Integration

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