My Company Documents is an area of the system where you can store documents that aren’t necessarily related to a specific Company, Project or Contact but need to be accessed by all users. This tool can replace your shared drive in most cases as you can gain access to this location remotely as long as you have internet connection. With this type of access it is likely that this is a better option for shared documents over storing on your server.
You can add folders to organize documents by right clicking on your division and selecting “Add New Folder” > Assign a name > select Enter on your keyboard.
Once the folder has been added > highlight the folder > select the document you wish to upload > set the document security level > and select Upload Doc(s).
You will see the document appear in the folder if successfully uploaded.
You can right click on the document to access options such as “Delete Document”. You must have the User Rights to do so granted by your Administrator.
