Documents

For all documents within sales deal room

The Document module in the 'Sales Deal Room'' module of Projetly enables you to streamline document management within your projects, enabling centralized storage and collaboration on files like user agreements, project timelines, and Statements of Work (SoWs).​

Within sales deal room, documentations can be uploaded in the following category:

• Deal Documents - For RFPs, SoWs etc.

• Case Studies - For case studies and testimonials

• Pricing & Proposals - For proposals and quotations

• Security Documents - For policies and compliance documents

As a part of documents, Projetly allows upload of

1. Images in JPG, PNG, GIF, and SVG

2. Documents in PDF, DOC, and PPT

3. Videos up to 250 MB

4. Audios up to 100 MB

5. URLs

Add Document

Click on the 'Add New' button to add a new document. Select the document type - Image, Document, Video, Audio, or URL.

Label	Description	Comments
File	Click to browse or draga and drop the file you wish to upload.	The file name is taken by default as per the uploaded file. This can be edited.
File Name	The file name is taken by default as per the uploaded file. This can be edited.	For example, project welcome email sample, Support contract, Billings etc.
Description	Add a brief description about your file/document	For example, welcome email template for stakeholders.
Select Tags	Add a tag for your documentation	Tags help you categorize and organize your documentation. Compliance, Legal, Billings, etc.
Private/Public	Use the toggle to make the document private or public	If you select 'Private', click on the 'Add user' icon to enable access to the selected user(s).

Click 'Save' to save and upload your document.

The uploaded document can be shared, deleted, or downloaded by users within the project. The users can also view statistics like counts of views, shares, and downloads.

The document page supports grid view and list view to suit your requirements.