Documents

Write, organise and share rich documents without leaving your workspace.

Documents is where you draft proposals, write-ups, summaries and notes, then file them tidily in folders. Anyone who needs to put words on a page and share them reaches for it.

What you can do

• Create rich documents and organise them in folders.
• Move documents between folders to keep everything in its place.
• Export any document to a polished PDF.
• Share documents with colleagues, or surface them to customers in the client portal.
• Email a document straight from your workspace.
• Keep a clear record of recent documents so the latest work is easy to find.

How to use it

An administrator switches Documents on from Settings → Apps. Once enabled, it appears in your navigation.

Start a new document whenever you need to write something that lasts — a proposal, a summary, a policy. Group related documents into folders so they stay easy to find as your library grows. When a document is ready to leave the workspace, export it to PDF or email it directly, and share the ones a customer should see through the client portal.

Working with your agent

Describe what you need written and your agent drafts the document, files it in the right folder and exports or shares it when you say the word.

You:    "Draft a one-page summary of this quarter's results and save it to the Reports folder"
Agent:  Writes the summary, files it in that folder and offers it as a PDF.

How it fits

Documents sits next to Files — Documents is for things you write, Files for things you upload. Documents you draft can reference accounts in Contacts and be shared to customers through the client portal. Your agent can write, file and export documents for you on request.

Tip. Set up a clear folder for each customer or project early — a little structure now saves a long hunt later.