# 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

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