During your sales process, it is likely that you will need to exchange documents with your prospect/customer, this could be signed contracts, NDAs, Media or any other material that they might need to share with you.
There are a number of ways in which your Pod viewers can upload files:
1. Add the file upload widget to your Pod.
2. Add a step to the Mutual Action Plan - you can then assign the user, set a due date, and attach the file for the customer to download. If you click on the settings cog on the Mutual Action Plan, you can also allow your viewers to upload files to the step.
3. Upload the file using the comments section and @(mention) the user that needs to submit the document.
