Navigate Documents and files
Find proposals, agreements, smart files and reusable material in the Documents library.
On this page
Choose a library view
Open Documents. All documents covers the library; Needs you surfaces approvals, signatures, client questions and drafts requiring your attention. Drafts, With clients, Completed and Mine answer different questions about ownership and progress.
Narrow by document kind
Use Kinds to focus the library. Cards emphasize the document’s purpose and state; List makes comparison easier. Search, filters and sorting can further narrow what you see.
Open the right document
Select a document to preview it in context, then use Edit or Open to reach its page when needed. Read its client, owner, version and linked deal or project before changing content.
Find templates and saved sections
Use Templates or Saved sections in the library sidebar for reusable starting material. An ordinary attachment on a record remains contextual evidence; a reusable template is a starting structure for new documents.
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