The documents section of leads can be accessed on the select lead's page. Here we can upload all documents pertaining to the lead e.g. documentation, contracts, NDA's and agreements.
![Documents](/doc-leads/documents.png)
We have two options to add/create documents into Splynx.
- Uploading documents - simply click on Upload - Add the title with optional description, whether the document should be visible to the customer within their portal and finally upload the document via
Upload
button:
![Upload Document](/doc-leads/upload_document.png)
- Generate documents - we can generate documents via loading predefined templates in the system or generating a new document which can be saved as a new template. We can also preview the document before finally generating it. (Template configuration is covered here)
![Generate Document](/doc-leads/documents_generate.png)
Once we have uploaded/generated a document, its is possible to either Edit, View, Download, Send or Delete a document.
![Document Operations](/doc-leads/document_operations.png)