How to add related documents – Upsales Help Centre

Permission needed:

All users

Available in:

Available for all

Click Create document (from the open opportunity, order, activity, appointment, company or contact):
Choose the document template from the list:

Your admin creates document templates such as letters, proposals or contracts. These are stored
in the Document templates settings page.
From the document window, you can:

Download a PDF of the document.
Download a Word file of the document.
Send an email with the document attached (if you have activated Upsales email).
Zoom in or out on the document.
Navigate through multiple pages of the document.

Select Close to close the document template window.