> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/document.md).
# Document
### Add Document
In **CRM**, Select **Field Sales** and click on **Setting**
On the setting, select the **Document** and click on **+** **Document** to add a new document for site visit
Add all the details and Save
A new **Document** will be added at the top
### View Document
You can choose to view the Document that you have added
In the document**,** click on the Actions (3 vertical dots) and select the **View** button
You can view all the details of the added **Document**
### Edit Document
In the Document**,** click on the Actions (3 vertical dots) and select the **Edit** button
Edit the Document and **Save**
### Delete Document
In the Document, click on the Actions (3 vertical dots) and select the **Delete** button
Give your confirmation in the **popup** and the area will be deleted
Last updated 10 months ago