Documents

Documents is Omnir’s file storage. Keep contracts, proposals, presentations and product sheets here, linked to the customers and deals they belong to.

Adding a document#

The quickest way is from the record itself: open a contact, organization or opportunity and drag the file onto its Documents panel. The file is stored and linked in one step.

In the Documents folder view, open a folder and click Upload ▸ Upload files (or drag files onto it): the files are added to that folder straight away. To fill in the details as you upload:

1. 1
   Click Documents in the sidebar.
2. 2
   Click New Document ▸ File Upload.
3. 3
   Fill in:

   • File — drag it in or click Select File from my Computer
   • Title — filled in from the file name; change it if you like
   • Folder Name — for example Contracts or Proposals
4. 4
   Click Save.

Finding documents#

• In Documents: browse the folders, or search by title.
• From a record: open a contact, organization or opportunity and look at its documents.

Double-click a document in the folder view (or right-click ▸ Open), or choose File Preview from its menu in the list, to preview it in the browser — PDFs, images, Office files and more open without downloading.

Sharing a document#

Use Share on a document to create a link for someone outside your company. You can protect it with a password, make it expire, email it straight from Omnir, and turn the link off at any time.

File types#