Documents

The Documents feature allows you to manage, share, and organize documents across your team. Access Documents under the Content menu in the top navigation.

Uploading Documents

Documents Page

1. Click on Content in the top left menu -> Documents 
2. Click "+Add Document" located in the top right of the screen
3. Select one or more files (max 25MB each)
4. Click upload

Contact Profile

1. Go to a contact profile
2. Click the upload button on the right sidebar of a contact's documents panel. 
3. Select one or more files (max 25MB each)
4. Click Upload

API

• Visit the article on how to add via our API here

Basic Management

• In the Documents page
  • Use the search bar and advanced filters to find documents
  • Click a document name to view it
  • Use action buttons to:
    • Download
    • Edit properties
    • Share links
    • Delete

Edit Document Details

1. Click the edit icon
2. Update:
   1. File name
   2. Status
   3. Category
   4. Owner
   5. Related contacts
3. Click Confirm to save changes

Sharing Documents

1. Open a document
2. Choose:
   • Internal link (requires BrokerKit access)
   • Public link (no login required)
3. Click to copy link
4. Optional: Toggle Staff Only/Shared setting

Using Documents in Communications

• Open an email, text, appointment, notes, tasks or campaign composer
• Click "+Insert Document"
• Select document(s)
• Click Insert

• Optional: Edit link display text
  • click the link button in the text editor
  • enter link display text 
  • click save to apply changes

Managing Deleted Documents

• Click "View Trash" in the bottom right of the Documents page

• To restore: Select document > Click Restore

• To permanently delete: Click Delete or Empty Trash

Bulk Actions

1. Select multiple documents
2. Use bulk options to:
   • Add contacts
   • Change status
   • Update Category
   • Change owner
   • Delete