Features
Documents
Upload, manage, and share documents with clients.
Upload documents directly to a listing, or add them to a template under Campaigns → Stages & Actions, each in a stage and optionally tied to an action.
Toggle document visibility to control what clients can view and download from their portal.
Documents you ask clients to provide - ID, signed contracts - are handled the same way, and a verified identity document can be removed from storage while keeping the record that it was checked.
Enable or disable the Documents feature entirely from Settings → Features.