Prospects > Prospect Page
Docs Tab
To add documents to a specific prospect, click on the Docs tab.
You will see four options:
Add docs
Combine Job Docs
Import Template
Import Company Docs
Add Docs
Click on the Add Docs to update a document from your computer.
Combine Job Docs
Click on Combine Job Docs to combine previously uploaded job docs. With this option, you can combine documents and pictures into one document.
Import Template
Click here if you want to add an existing template to your lead.
Import Company Doc
Click on the Import Company Doc button if you would like to import a company doc that you previously added.
If you want to get more information about Company Docs, click here to read an article.