Information about File and Document Management
We have introduced a new enhancement in the Add Note feature — a Note Summary option in the 360 View of Accounts, Contacts, and Deal
Description- You can view signed files for the Contact, Account, or Deal card under the Files and eSignature section for the Files sent for eSignature
Now you can create folders to store all your documents in Contact 360. To view the enhancement:Â Navigate to contact 360 of a contact. Click
Description: When adding notes, we have the choice of adding a note to mapped contacts, policies, or accounts. The note will be connected to that
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
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