> 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

In the document, the admin can add related documents, photos or videos of site visits for the sales representatives.

### Add Document <a href="#add-document" id="add-document"></a>

In **CRM**, Select **Field Sales** and click on **Setting**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FPxP119fYsGj7uQLSXsF4%2Fimage.png?alt=media&amp;token=ac96f173-4de5-499d-96d8-3dbcba3f8e05" alt=""><figcaption></figcaption></figure>

On the setting, select the **Document** and click on **+** **Document** to add a new document for site visit

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FaWh9F7oZKQwh0EAAD6Vs%2Fimage.png?alt=media&amp;token=33812bfc-eef9-4ac8-9511-02e172434184" alt=""><figcaption></figcaption></figure>

Add all the details and Save

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FwsY903BojLL0MRO8klRY%2Fimage.png?alt=media&amp;token=6f4edb2e-2a33-4c2f-b928-877dc88bca3d" alt=""><figcaption></figcaption></figure>

A new **Document** will be added at the top

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FOmGGZYyq4llPICkccHDk%2Fimage.png?alt=media&amp;token=b728ed4b-0130-4531-bd12-57d78a1b0edf" alt=""><figcaption></figcaption></figure>

### View Document <a href="#view-document" id="view-document"></a>

You can choose to view the Document that you have added

In the documen&#x74;**,** click on the Actions (3 vertical dots) and select the **View** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FinjlnAkfLi1t7L3hS5s5%2Fimage.png?alt=media&amp;token=4f5e432f-c721-414e-a30c-c6381273561b" alt=""><figcaption></figcaption></figure>

You can view all the details of the added **Document**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fb72TjFoKXdHIszq2VA0k%2Fimage.png?alt=media&amp;token=53876ddc-c92a-49ff-8fce-5c6a7ea95a3a" alt=""><figcaption></figcaption></figure>

### Edit Document <a href="#edit-document" id="edit-document"></a>

In the Documen&#x74;**,** click on the Actions (3 vertical dots) and select the **Edit** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F4Gep6TrjFFqGFuOWS3xh%2Fimage.png?alt=media&amp;token=ce1f5161-beb1-4611-b460-b28a2e259791" alt=""><figcaption></figcaption></figure>

Edit the Document and **Save**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FJ3SUy7wULuQ3mOKm5ycZ%2Fimage.png?alt=media&amp;token=649ff760-c3b3-4d22-b72e-439f7656bcc0" alt=""><figcaption></figcaption></figure>

### Delete Document <a href="#delete-document" id="delete-document"></a>

In the Document, click on the Actions (3 vertical dots) and select the **Delete** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FiYlQodOPU5Dos2iIDzpI%2Fimage.png?alt=media&amp;token=e56255ac-0656-47ec-aa46-2a1803803309" alt=""><figcaption></figcaption></figure>

Give your confirmation in the **popup** and the area will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F6FLA1gcXkBCM1fhip4DI%2Fimage.png?alt=media&amp;token=5c63c915-6870-4032-8973-1d3a411e2a23" alt=""><figcaption></figcaption></figure>

Last updated 10 months ago
