File Manager
- 3 min read
- Feature
File Manager
Welcome to our File Manager! Centralize all your in-house data in one repository. The File Manager enhances file association with contacts, efficiently stores crucial documents, allows file ownership assignment, enables subfolder creation, and offers more features for streamlined management!
Uploading Documents to the File manager
To upload files to the SalesTitan system simply click on the “Upload Document” button and then choose any file you would like to add.
Note: The user who uploads the file will automatically be assigned as the owner of that document.
Downloading Files
Note: You can also delete files using the same process.
Creating a New Folder
Generate as many folders as needed to provide you and your team with a clear and organized method for categorizing various document types.
Creating a folder within a folder
Connecting Files to Customers and Projects
Linking files to your clients or projects is now simpler than ever using our system. Just click the dropdown button on the far right side of the file. Choose Connect Board, select the board for connection, and then specify the particular client or project – it’s that straightforward!
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.