Documents App - Introduction

Knowledge base

Description Video

Introduction to the Documents App

The Xeppo Documents App allows you to upload/link documents saved in your file system against a client or group in Xeppo. You can then categorise the document links to help with searching, search the entire document library in Xeppo, or just see what's been linked to individual clients or groups. 

The App allows you to attach documents to Groups, Clients and Activities (including within the Sales App).

All documents attached are accessible via related entity or via the Documents App itself.

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