The Documents section allows you to manage and share documents. On the browser, you can seamlessly access all associated files directly from the Documents section within a Contact card. However, if you’re on the go, you might need to access them from your Mobile App. So, let’s go over how to do it!
Accessing the Docs & Files #
- First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.
- Next, click the Book icon to access all the Contacts within your CRM.
- Click on the contact’s name that you want to check.
- Switch to the Docs & Files tab, where you’ll see all documents by default.
- Use the top bar to switch around categories.
- The files will be organized into folders. Click them to access the individual files.
There, the individual files are available for viewing and downloading. And there you have it — now you can easily view and download files on the go, helping you manage customer data and streamline your conversations when you’re using the mobile app.
Frequently Asked Questions #
Where do I find a contact’s documents on the mobile app? #
Open the apps section from the main dashboard, tap the Book icon to open Contacts, select a contact, then switch to the Docs & Files tab.
How are the files organized? #
Files are organized into folders by category. Tap a folder to access the individual files inside it.
How do I switch between document categories? #
Use the top bar within the Docs & Files tab to switch around between categories.
Can I download files from the mobile app? #
Yes. Individual files are available for both viewing and downloading directly from the mobile app.
Do I need to log in to access documents? #
Yes. Open the mobile app and log in with your account credentials before accessing the apps section and Contacts.
Is the mobile Docs & Files view the same as the browser version? #
It provides access to the same associated files found in the Documents section of a Contact card on the browser, formatted for on-the-go access.
