Tools>Company Docs

The company documents section is used to store documents in PDF format.

Any item that a customer regularly requests from you or your salesperson can be stored in Company Docs. Popular company documents include brochures, company insurance, and W-9 forms.

There is no limit on the storage, you can have as many company documents in this area as you wish, and you can update it as often as you like.

These are the following actions that you can do with your company documents:

✅ Share documents with customers.

✅ Pull company documents into a customer file.

✅ Combine with document templates within ROOFLINK

Add Company Documents

Go to your Company Docs page (Tools> Company Docs)
Click on the create button
Fill the form and click submit.

Add Tags

You can add tags to your documents when you upload the files into the system (inside the form)

You can edit the tags to uploaded documents by clicking on the document's name.