Document Management

Document Management

The documents section is where you can store all files related to your business.

You can create folders and sub folders. Click on the "Add Folder" button to create a folder in the root. Click on the plus icon next to a folder to create a sub folder within that folder.

If you set a folder to be private the system will not let you share any files in that folder.

To edit a folder, click on the edit icon next to the folder.

Click on a file name to view/edit/download. When click on a file name a popup will open with three buttons at the bottom.
  • Green button - download the file to your computer
  • Yellow button - share the file with one of your contacts
  • Blue button - save any changes you have made to the description or folder

    • Related Articles

    • Document Templates

      You can currently change the following document templates: Quotes Sales Order Acknowledgements Delivery Notes Purchase Orders Invoices Price Lists Credit Notes All of the above are based on a set of MS Word templates and you can edit these by going ...
    • Newsletter Overview

      Sending newsletters is a great way of keeping in touch with your customers. You can store newsletters so you can send them to new customers without having to type in all the information again. Newsletters can be full HTML and you can link to your ...
    • Prospects Overview

      A prospect is basically someone who enquires about your products or services, i.e. a potential customer. Prospects can only be added via the api. Please see the api documentation for more details.
    • API Tokens

      If you have your own website you can send data from a contact form directly into Xploite using the Api. To use the Api you must first get an Api token. Go to "Setup > Api Tokens" and click on the "Get Token" button next to each of your businesses. To ...
    • View Person

      The view person page is broken down into 5 tabs: Person Details This tab is the main details for the person such as their name, job title, company etc. To edit a person click on the pencil icon under their details. To add a contact type (email, phone ...