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Library
Upload, preview, and share files.
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Upload
Open Documents and click to upload or drag and drop files. Images, PDF, DOC, DOCX, XLSX, and CSV files are supported, up to 10MB each. The list shows each file’s name, size, and upload date.
Preview and share
Open a file to preview it. PDFs and images preview in the browser, and other types can be downloaded. Choose Share to email it to a customer.
Who can see documents
Who can view, upload, update, and delete documents is set by role permissions.