# Documents

The Documents module can be used as a repository for Customer issued or internal files. This content can be uploaded, revised and viewed in addition to relating to individual records within KiyoCRM.

## List View Actions

You can access the Documents actions from the Documents module menu drop down or via the Sidebar. The Documents actions are as follows:

- **Create Document** – A new form is opened in Edit View to allow you to create a new Document record.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcX7XCXHCJyZQ6eMueg58dsmG1gaqfZa-pUu6dbzov8Pu4okKu7eQdamqt7aASe26b8dpJWtMBL2Dwr228UAaQIZUavK3Ik5qRXss2Z2p4Ox6obU8pr4qhjkbPRnCV6hQ1n3h0LAw?key=B9ie91zbfoTewVFO63XPEybW)

- **View Documents** – Redirects you to the List View for the Documents module. This allows you to search and list Document records.
- **Filters, Column Chooser, Favorites** are similar to other modules. Refer Leads module [Column Chooser](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-column-chooser%3A--) , [Filters ](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-quick-filter%3A--), [Kanban View](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/leads#bkmrk-list-view-actions) for reference.
- To sort records on the Documents, click any column title which is sortable. This will sort the column either ascending or descending.
- To search for a Document, Use Search engine on top
- Clicking on the pencil icon Documents list view page to the display of record edit view.

## Bulk Actions

In list view, select group of records by checking the checkbox, the actions are as follows:

- **Mass Update, Export, Delete** are similar to the Meetings module. Refer Meetings module [Bulk Actions](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/meetings#bkmrk--15) for reference.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdP2FF6SUhrbtjDGMTv8ZknQA3-ksKVrcQj_yqj0hF0pGQsx6bAFh_Nu9vNHBXsBM0Dx19HbplP46W5s4tb7fvPVtRZjVVFu7n61f0Ig3AmICs2VBoPqf6cx94buzwaqFt8VajeXA?key=B9ie91zbfoTewVFO63XPEybW)

## Detail View Actions

Click on the Subject to view detail view:

- **Edit, Duplicate, Delete functionalities** similar to Meetings module detail view actions. Refer Meetings module [Detail Actions. ](https://docs.kiyocrm.com/books/kiyocrm-documentation-user-guide-api-setup-configurationkiyocrm/page/meetings#bkmrk-detail-view-actions%3A)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdcVuLBybGZuhsgGwyn6BZI_wMnkRqjw748kGSqvceeBp5VYObDW529CmqqdKwRuifsyvgGDVykFG_90zhQAuxTg5xEcjQiOweNyyHq92J6KwlArmTc5Vka_DRT7LIyVwGVXjBzzQ?key=B9ie91zbfoTewVFO63XPEybW)


## Submodules

**Documents Revisions**

This submodule allows users to manage document versioning by recording each update with details like revision number, creation date, creator, and change log, ensuring full traceability and accountability.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeBpkE2YdIBDza2L7OY6_QGMPgE_uuhB6tjq19-ZhRvvzNWi4dh3Zeg05hmvBuiwNQLoakO5izgujO2l5aOhQf4bq14cscymYc3I_O8yFdfuwEijBDnWZAMoDM6OIcsnnE9frQsdw?key=B9ie91zbfoTewVFO63XPEybW)

**Companies**

This section links documents to specific companies, helping users organize and track files based on associated businesses for easy access and reference.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdFuJcGI6_vT3eswmtsQE1bitqBWgnvIg21yCxNsijXA61MtiDHj8seB1WDTWj0718TtKaen8MvP8uiaYj4U99ayCzI__BM67EYOgX_5WCPK1MPt0ezOmfHQ-zWjbsOtSNSV3jcng?key=B9ie91zbfoTewVFO63XPEybW)

**Contacts**

This submodule links documents to individual contacts, allowing users to manage and retrieve documents related to specific people efficiently.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeqPFa5DkDGJ-yzkCiXCkrqPKQ9gSz0Db1GD5TXLlAa6y7MDm3rSR3kxdZx3UZnUu7BBIoaXLHk_ivS3x1ECzqAb0lULeROu3nK263c3Urq5sltww-cXXCTKHsSlknBkrrMON6nrg?key=B9ie91zbfoTewVFO63XPEybW)

**Opportunities**

This submodule associates documents with sales opportunities, helping teams track proposals, quotes, and other relevant files throughout the sales pipeline.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeC7hCORKFDEISdJk-GcZwi6XrmYzGZ5XGI9Ma3YI9fNF1lkk9GEmJOwxYd73O85qB90MYUkgxlX0RixBQpoTyGvyS8RvRj5hEjh0kszwaVRK_Sbf6OYeJChfpIouPxvBNiugGQ?key=B9ie91zbfoTewVFO63XPEybW)

**Cases**

This submodule links documents to customer support cases, allowing users to store and reference related files such as issue logs, screenshots, or resolution documents.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeQWyEohoZvCRlEnfzIWbteVa2myZPwm72Q4Fb-rtE7M56-hm6dlaIa-KrgKEpUzmILe6sQ9BA49-eZC84lFv5nhTdIbT1dhOAYwogkUtyC5ZqzsSxhzjfAXlOALLQ6dvZXJJ5APw?key=B9ie91zbfoTewVFO63XPEybW)**Bugs**

Links documents to reported bugs, allowing users to attach supporting files like error logs, screenshots, or test results for better issue tracking and resolution.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXe5nfKcFn85SyLLTH-d_NV7scCOg8SBLiTqrV_u8NumgNKKjPsmt9PyYdAZMXS21za9KyYldukY6OUsDHYEVT_O-pAOg-XDRoxSGR86lqUiKy0RREArX40BpbVxKYlHPRjG6B96rA?key=B9ie91zbfoTewVFO63XPEybW)

**Contracts**

Associates documents with contract records, enabling users to store, access, and manage related files such as signed agreements, terms, and amendments in one place.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXes_Bn-RBM4yu5RzXtC1TyE9EvKQAQy7-Q-i2L8hQHJ9T7wrEbnKMOzcPpZlfR3GUdZ_KA9aFe8fotcl3XOw2sTI9Z7cay6ccDs09Fx0uuKXTp4J_Fu7fmYt-fz6vZLLTYQy0aWjw?key=B9ie91zbfoTewVFO63XPEybW)

**Security Groups**

The "Security Groups" submodule controls user access to documents, defining who can view, edit, or delete based on assigned roles or groups, ensuring data security and integrity.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeEHgbNqirEvLaZzv5-HzZmljhY0ZN52LQ1tcjzb8ghAReGglxJyKi02OCUUrFLCQU9D6akSYmNN5hJqxgPyAKINSs1b0pt94oN44LIqnp8hBkPtZz9F2AU61iw55YWrtFsi2pGLw?key=B9ie91zbfoTewVFO63XPEybW)

****Note: --Edit view, Detail view** and **list view** form fields and layouts can be customized as per requirement using Administration Settings. Submodules also Customized as per usage.**