Documents
Access and manage all documents associated with your CRM contacts, companies, and deals.
Created April 1, 2026
Overview
The Documents page gives you a centralized view of all files attached to your CRM records — contacts, companies, or deals.
Use the navigation bar at the top to quickly switch between All Documents or My Documents.
Organization
Filtering 
Narrow down the documents list using any combination of the following filters:
- Source Type — filter by where the document originated
- Category — filter by document category
- Date Uploaded — filter by when the document was uploaded
Column Display 
By default, the following columns are displayed: Type, Source, Company, Contact, Category, Size, Date, & Signing
You can optionally enable: Uploaded By & File Type
AI Assistant 
The built-in AI assistant can help you find and organize documents quickly. Use it to create custom filters, sort and group files, and locate what you need — without configuring everything manually.
Simply describe what you want to see in plain language and the AI assistant will build the filter or grouping for you automatically.