You can add as many Notes and upload as many Files to a lead or shoot as you'd like. Adding a note is a great way to document conversations, record meeting notes and keep track of details that you collect throughout the journey with your clients. Uploading a file is a great way to organize permits, previously signed contracts and any other type of document you'd need to keep track of for a lead or shoot. 

Individual notes and files can be made private so only you can see them, or they can be made public so your client can see them in their portal. 

How to add a note for a lead or shoot

There are two ways to add a note to a lead or shoot: 

  1. Go to the Lead or Shoot > Overview page, click the "Quick Actions" button at the top of the page, and click the "Add Note" button. 
  2. Go to the Lead or Shoot > Documents page and click the "Add New" button at the top of the page, and click the "Add a Note" button.

How to upload a file for a lead or shoot

There are two ways to upload a file to a lead or shoot: 

  1. Go to the Lead or Shoot > Overview page, click the "Quick Actions" button at the top of the page, and click the "Upload File" button. 
  2. Go to the Lead or Shoot > Documents page and click the "Add New" button at the top of the page, and click the "Add a File" button.

How to upload a file for a lead or shoot

  1. Go to the Lead or Shoot > Documents page, click the "Add New" button at the top of the page, and click the "Add a Link" button. 

How to view, edit and delete a note for a lead or shoot

You can view all notes for a lead or shoot from the Lead or Shoot > Overview page, in the "Documents" panel, or on the Lead or Shoot > Documents page. 

To view the contents of a note, simply click on its name, or click the "Edit" button. To delete a note, simply click on the "Delete" button. 

To toggle the visibility of a note (whether it's viewable by your client or not), toggle the "Visibility" badge in the top-right corner of a note. 

How to view, edit and delete a file for a lead or shoot

You can view all files for a lead or shoot from the Lead or Shoot > Overview page, in the "Documents" panel, or on the Lead or Shoot > Documents page. 

To rename a file, click on its name. To download a file, click the "Download" button. To delete a file, click the "Delete" button. 

To toggle the visibility of a file (whether it's viewable by your client or not), toggle the "Visibility" badge in the top-right corner of a file. 

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