Documents
The Documents section lets you upload and organise important business documents like contracts, marketing materials, and PDFs.
Accessing Documents
Section titled “Accessing Documents”Navigate to Content & Tools → Documents in the sidebar.
{/_ TODO: Screenshot of the documents page showing uploaded files /} {/ Preferred filename: documents-list.png _/}
Uploading Documents
Section titled “Uploading Documents”- Click Upload on the documents page
- Select files from your computer
- Supported formats include PDF, DOC, DOCX, and images
{/_ TODO: Screenshot of the document upload dialog /} {/ Preferred filename: documents-upload.png _/}
Using Documents
Section titled “Using Documents”Documents can be:
- Attached to checklists - Include contracts or guides in client onboarding checklists
- Referenced in bookings - Keep relevant documents linked to specific events
- Downloaded - Access your files whenever needed
Usage Limits
Section titled “Usage Limits”The number of documents you can store depends on your subscription plan. A usage limit indicator is shown on the documents page.
Next: Learn about the Media Library for managing images and videos.