Today, we’re delving into the Documents tab within the Sales section, focusing on the process of creating a document. To begin, users can input the document name and its description, along with specifying the folder type and document type. Additionally, users can associate the document with opportunities and define its state, such as drafts, expected, canceled, or active. Furthermore, users can set the document’s published and expiration dates, attach relevant files, assign it to a user, and provide a description of the document’s content.
By following these steps, users can effectively create and manage documents within the Sales platform. This tutorial aims to provide comprehensive insights into the document creation process, empowering users to navigate this feature with confidence.