crm3

Selecting Files beneath the Home tab displays the Files screen, illustrated below, which lists all of the files that you upload to the system on a Files list. Once you have uploaded 30 files, another page is added to the list. You can then use the Previous and Next buttons to scroll through pages in the list. The number between those two links is the page of the list that you are currently viewing.

The files that display on the Files list can be filtered by making a selection from the Select Files to View list, as shown in the following illustration. While Created by Me is selected by default, you can also filter the list by All Projects and by files created in association with your company name.

Selecting Add File allows you to add additional files to the system, as described on the following page.