Overview

The Document Management feature enables users to view, organize, and manage all documents associated with a specific lead. This feature categorizes documents into three sections: Content Library, Legal Library, and Proposal. Additionally, users can access global documents linked to the offerings selected in the lead.

Key Features

Document Categories

1. Content Library:

   • Includes marketing or informational materials related to the lead.
   • Allows subcategories for better organization.

2. Legal Library:

   • Contains legal agreements, terms, and compliance documents for the lead.
   • Supports subcategories for efficient management.

3. Proposal:

   • Stores proposals shared with the lead.
   • No subcategories available for this section.

Subcategory Management

• Add Subcategory:
  Users can create subcategories in the Content Library and Legal Library based on their access permissions.

• Edit Subcategory:
  Users can rename or modify subcategories if needed.

• Delete Subcategory:
  Users can remove subcategories no longer required.

Document Management

1. Upload Documents:

   • Documents can be uploaded under specific subcategories in the Content Library or Legal Library.
   • These documents are specific to the selected lead.

2. View Documents:

   • Users can access all documents linked to the lead across all categories.

3. Global Documents:

   • Users can view global documents associated with the offerings selected in the lead, ensuring easy access to shared resources.

How to Use This Feature

Viewing Documents

1. Navigate to the Documents section of the lead.
2. Browse through the categories: Content Library, Legal Library, and Proposal.
3. Access subcategories (if available) in the Content Library or Legal Library to view specific documents.
4. Switch to the Global Documents tab to see shared resources linked to the offerings in the lead.

Managing Subcategories

1. Go to the Content Library or Legal Library.
2. Use the following options based on your permissions:
   • Add Subcategory: Click on the Add button, enter a name, and save.
   • Edit Subcategory: Select a subcategory, click Edit, make changes, and save.
   • Delete Subcategory: Select a subcategory, click Delete, and confirm.

Uploading Documents

1. Click on the Upload Document button.
2. Select a document type - Content Library, Legal Library or Proposal.
3. Select a document category within content library and legal library.
4. Choose a file, provide a tag (optional), and save.

FAQs

• Can I create subcategories in the Proposal section?
  No, subcategories are only available in the Content Library and Legal Library.

• Who can manage subcategories and upload documents?
  Only users with the necessary permissions can add, edit, delete subcategories, or upload documents.

• Are global documents editable?
  No, global documents are read-only and managed at the admin level or based on the permission provided.

• Can documents be moved between subcategories?
  Currently, documents cannot be moved between subcategories once uploaded.