Documents

Using this section, you can add and access documents to be uploaded for use within areas of the Salesfuse application.

How to Access Documents?

1. Upon landing on the Home screen, navigate to the left-hand menu.
2. From the list of options available, hover on the folder icon for Documents.
3. Selecting Documents opens the Document screen where all the existing documents are listed.
4. A search bar at the top-left corner facilitates searching for a specific document.
5. You may also filter the documents according to a specific Index by using the Index drop-down menu.
6. Insert specific dates to search for a document using the From/To Date option.
7. The “Download Document” button allows you to download the document to save elsewhere.
8. The “Delete Document” button allows you to delete a specific document.

How to Add a Document?

1. Upon landing on the Home screen, navigate to the left-hand menu.
2. From the list of options available, hover on the folder icon for Documents.
3. Selecting Documents opens the Document screen where all the existing documents are listed.
4. From here, select the “Upload Document” button found in the top right corner. This will open a pop-up window.
5. From here you can name your document in the “Title” field and add a tag in the field.
6. Select the document you wish to add by selecting the “Choose File” button and select your document. You can load the following document types:
   • .txt
   • .py
   • .rst
   • .html
   • .markdown
   • .json
   • .xml
   • .csv
   • .md
   • .ppt
   • .rtf
   • .docx
   • .odt
   • .xls
   • .xlsx
   • .rb
   • .paper
   • .sh
   • .pptx
   • .pdf
   • .doc
7. When you’re done, hit the “Upload” button.
8. This will save your document in the Documents list.