Web Files - Revision history

Ashley DeBon at 11:17, 15 July 2026

2026-07-15T11:17:36Z

Ashley DeBon at 11:07, 15 July 2026

2026-07-15T11:07:07Z

Ashley DeBon at 11:04, 15 July 2026

2026-07-15T11:04:48Z

Ashley DeBon: Created page with "== Files == '''Navigation:''' '''Dashboard''' → '''Files''' '''Note:''' In some companies, this menu appears as '''Dashboard & Reports''' → '''Files'''. == Purpose ==..."

2026-07-15T10:52:34Z

Created page with "== Files == '''Navigation:''' '''Dashboard''' → '''Files''' '''Note:''' In some companies, this menu appears as '''Dashboard & Reports''' → '''Files'''. == Purpose ==..."

New page

== Files ==

'''Navigation:''' '''Dashboard''' → '''Files'''

'''Note:''' In some companies, this menu appears as '''Dashboard & Reports''' → '''Files'''.

== Purpose ==

Store and manage documents associated with accounts. The '''Files''' page allows you to upload files, share them with other users, download documents, and organize account-related files in a central location.

== Open Files ==

# Log in to your CallProof account.
# From the main navigation bar, hover over '''Dashboard'''.
# Select '''Files'''.
# The '''Files''' page opens and displays your uploaded files.
# Each file record includes information such as:
## '''File Name'''
## '''Account'''
## '''Shared''' status
## '''Last Modified''' date
# Use the right sidebar to switch between '''Files''' and '''Shared Files'''.

== Upload a File ==

'''Purpose:''' Attach a document to an account.

'''Note:''' Files must be uploaded from an account and are always associated with a contact or account.

# Open '''People''' → '''Contacts'''.
# Open the account where you want to upload the file.
# Select the '''Files''' tab.
# In the '''New File''' section, click '''Choose File''' and select a file from your computer.
# Click '''Upload'''.
# The file is uploaded and linked to the selected account.
# The uploaded file also appears under '''Dashboard''' → '''Files'''.

== Edit or Share a File ==

'''Purpose:''' Replace an existing file or share it with other users.

# Open '''Dashboard''' → '''Files''' or open the account's '''Files''' tab.
# Locate the file you want to update.
# Click the '''Edit''' (pencil) icon or '''Share File'''.
# The '''Edit File''' page opens.
# Review the current '''File Name'''.
# Optionally select a replacement file using '''Update File'''.
# Under '''Share With''', select the users who should have access.
# Use '''All''' or '''None''' to quickly select or clear users.
# Click '''Update'''.
# Your changes are saved.
# Users with whom the file is shared can access it from '''Shared Files'''.

== Download a File ==

# Open '''Dashboard''' → '''Files''', '''Shared Files''', or the account's '''Files''' tab.
# Locate the file you want to download.
# Click the '''File Name''' or the '''Download''' icon.
# The file is downloaded to your computer.

== Delete a File ==

# Open '''Dashboard''' → '''Files''' or the account's '''Files''' tab.
# Locate the file you want to remove.
# Click the '''Delete''' (red X) icon.
# Confirm the deletion.
# The file is permanently removed from the account and the '''Files''' list.

'''Note:''' The '''Delete''' option is available only for files you uploaded.

== View Shared Files ==

# Open '''Dashboard''' → '''Files'''.
# In the right sidebar, click '''Shared Files'''.
# The '''Shared Files''' page opens.
# Review the files other users have shared with you.
# Click the '''File Name''' or '''Download''' icon to download a file.
# Click the related '''Account''' link to open the associated account.

== Notes ==

* Files must always be associated with an account.
* Uploaded files are automatically available from the account's '''Files''' tab.
* Shared files appear only for users who have been granted access.
* Only the user who uploaded a file (or users with appropriate permissions) can delete it.

← Older revision		Revision as of 11:17, 15 July 2026
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		+	Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Web Files \|Files]]
		+
		+
	== Files ==		== Files ==
	Store and manage documents associated with accounts. The '''Files''' page allows you to upload files, share them with other users, download documents, and organize account-related files in a central location.		Store and manage documents associated with accounts. The '''Files''' page allows you to upload files, share them with other users, download documents, and organize account-related files in a central location.

@@ Line 19: / Line 19: @@
 == Upload a File ==
+Attach an important document to a specific account so the file becomes part of that account’s history. This keeps evidence, proposals, signed forms, and supporting documents available to the right people during sales and follow-up work.
 '''Note:''' Files must be uploaded from an account and are always associated with a contact or account.
@@ Line 34: / Line 33: @@
 == Edit or Share a File ==
+Keep file content current and control access. Use Edit to replace an outdated document, and Share to give selected teammates view/download access without making the file available to everyone.
 <div style="float:right; margin:0 0 1em 1em;">
@@ Line 59: / Line 57: @@
 == Download a File ==
 [[File:FilesDownload.png|250px|thumb|Click to Download (file) icon]]
 # Open '''Dashboard''' → '''Files''', '''Shared Files''', or the account's '''Files''' tab.
@@ Line 67: / Line 66: @@
 == Delete a File ==
 [[File:FilesDelete.png|250px|thumb|Files Delete]]
 # Open '''Dashboard''' → '''Files''' or the account's '''Files''' tab.
@@ Line 78: / Line 78: @@
 == View Shared Files ==
+Show documents other users have shared with you so you can review and download teammate/account files you need for your work, even if you did not upload them yourself.
 # Open '''Dashboard''' → '''Files'''.
 # In the right sidebar, click '''Shared Files'''.

@@ Line 1: / Line 1: @@
 == Files ==
 '''Navigation:''' '''Dashboard''' → '''Files'''
 '''Note:''' In some companies, this menu appears as '''Dashboard & Reports''' → '''Files'''.
 # Log in to your CallProof account.
 # From the main navigation bar, hover over '''Dashboard'''.
@@ Line 21: / Line 16: @@
 ## '''Last Modified''' date
 # Use the right sidebar to switch between '''Files''' and '''Shared Files'''.
 == Upload a File ==
@@ Line 35: / Line 31: @@
 # The file is uploaded and linked to the selected account.
 # The uploaded file also appears under '''Dashboard''' → '''Files'''.
 == Edit or Share a File ==
 '''Purpose:''' Replace an existing file or share it with other users.
 # Open '''Dashboard''' → '''Files''' or open the account's '''Files''' tab.
@@ Line 51: / Line 56: @@
 # Your changes are saved.
 # Users with whom the file is shared can access it from '''Shared Files'''.
 == Download a File ==
+[[File:FilesDownload.png|250px|thumb|Click to Download (file) icon]]
 # Open '''Dashboard''' → '''Files''', '''Shared Files''', or the account's '''Files''' tab.
 # Locate the file you want to download.
 # Click the '''File Name''' or the '''Download''' icon.
 # The file is downloaded to your computer.
 == Delete a File ==
+[[File:FilesDelete.png|250px|thumb|Files Delete]]
 # Open '''Dashboard''' → '''Files''' or the account's '''Files''' tab.
 # Locate the file you want to remove.
@@ Line 68: / Line 75: @@
 '''Note:''' The '''Delete''' option is available only for files you uploaded.
 == View Shared Files ==