Skip to main content
The Documents feature lets you create and manage shared documents associated with customer accounts. Use documents for account plans, meeting notes, strategy briefs, and other collaborative content.

​
Accessing Documents

Open an account detail page and navigate to the Docs tab. Documents are created and managed per account.

​
Document List

The Docs tab shows all documents for that account:
  • Name — The document title
  • Created By — The author
  • Date Created — When the document was created
  • Last Updated — When the document was last modified
Documents are sorted by most recently modified.

​
Creating a Document

  1. Click Create Document
  2. Enter a document title
  3. Start writing in the editor
The document editor supports rich text formatting:
  • Headings, bold, italic, underline
  • Bullet and numbered lists
  • Links and inline code
  • Tables

​
Editing a Document

Open a document by clicking its title in the list. The editor opens with the full document content. Changes are saved automatically as you type.

​
Collaborative Editing

Multiple team members can edit a document simultaneously:
  • Changes from other editors appear in real-time
  • Each editor’s cursor is visible with their name
  • No manual save or merge is required
Collaborative editing requires all editors to have access to the document. Share the document with team members before inviting them to collaborate.

​
Sharing Documents

To share a document with team members:
  1. Open the document
  2. Click the Share button
  3. Search for users by name or email
  4. Select the users and set their permission level:
    • View — Can read but not edit
    • Edit — Can read and modify the document
  5. Click Share

​
Deleting a Document

  1. Open the document or find it in the list
  2. Click the More Options menu (three dots)
  3. Select Delete
  4. Confirm the deletion
Deleting a document permanently removes it for all users. This action cannot be undone.
Use documents to maintain living account plans that your team can update as customer relationships evolve. Link to relevant accounts and contacts within the document for easy navigation.