If you need to store any documents related to your customers or projects, you can use the Documents feature in Essential. This feature allows you to upload files of different types, such as PDF, Word, Excel, etc. You can also add notes or descriptions to your files to provide more context. To access the Documents feature, follow these steps:
– Go to Essential -> Documents
– Click on the Add button and select the files you want to upload. You can see the allowed file types in the screenshot below.
– Enter any notes or descriptions for your files in the text box.
– Click on the Save button to upload your files.
You can view all your uploaded files in the Documents section. You can also edit or delete or share to another user/roles them as needed.