Brochures, PDFs, RFPs, invoices, comparison documents, guides, presentations, forms, and quotations are essential resources used frequently in any business. These documents are often updated to remain relevant and effective. To efficiently manage and share these files within your organization, SAM offers a document repository.

The Documents window in SAM’s Contacts module acts as a centralised library, enabling you to upload, organise, and manage various file types. With the right profile permissions, users can access and share these files within your organisation, ensuring everyone has the most up-to-date resources.

How to Add a New Document:

1. To Access the Documents Window: Navigate to the Documents screen within the Contacts section.
2. To Import a Document:
   • Click on the Import button.
   • A pop-up window will appear.
   • Browse your computer to find the appropriate document.
   • Once selected, click Save to import the document into SAM.
3. Add a Description:
   • After importing, you can add a description of the document for easy identification and reference.
4. Save to the Database:
   • The imported document will now be saved in SAM’s database and listed in the Documents window for that particular contact.

This system allows for the effective management of business documents, ensuring easy access and organization across teams, while keeping important resources at everyone’s fingertips.