Documents

What it is

Documents is a shared library for your business files, such as images, PDFs, Word documents, and spreadsheets. Files can be previewed in the browser and emailed to customers. The templates Zami uses for quotes, invoices, and other documents are designed separately, in Settings.

Where to find it

Documents is under Tools in the sidebar. The templates for quotes, invoices, and other documents are in Settings.

In this guide