How to use Documents?
Are there any use instructions for Documents? I have installed the extension and activated it.
I see that I can add a document to a contact.
Is there a way to search for documents that have already been added to a contact and/or see a list of all documents in one place?
Is there a way to add general documents for our organization that are not specific to any one contact (meaning they are not attached to a contact)?
How do you assign a document to more than one contact?
Is there a way to make documents private, meaning that only say admins can see the documents, but a user with basic add/edit/delete contact profiles can not see the docuements?
Thanks