Using Your Documents Folders

Documents is an internal home, within Marketscape CRM, for your team's collected notes, marketing strategies and materials.  

Hover over the Settings Dropdown button at the top right of any page -

Then click on Documents in the dropdown list

The following page opens.

To upload a new document, click the New Document button.

This opens an uploader, where you can choose the file from your device.  You can also control how and where you organize your documents into folders, as well as who has access to the documents you are uploading.

Upload your file, choose your settings and click Save.

Once uploaded, your documents will be available to view and download by all users at the access level you've chosen.

Use Documents to push new marketing materials out to your team, share best practices, Trella Health SOPs, and more!