How do I see the files that are shared to me?

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• How do I see the files that I have shared?

  In the left side panel tree of Document Management, under Shared Docs folder click "Shared by me" folders. All the files shared by you will get listed.

• Can I add new files or folders into the shared folder?

  Users with Read/Write permission only can add new files and folders to the shared folder. All shared users will be notified whenever a new folder or file is added. You can add new documents, spreadsheets, presentations or folder by just selecting the ...

• Attach Files using Android

  To attach files Go to the module (Leads, Accounts, Contacts, etc.). Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps like Dropbox, ...

• Attach Files using iPhone

  To attach files Go to the Leads, Accounts, Contacts, Potentials or Cases module. Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps ...

• Attach Files in iPad

  To attach files Go to a module and tap a record. Tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps like Dropbox, Google Drive, etc.