Click the Documents tab to display the documents home page. If the Documents tab is not
visible, you can customize your display to show it. The Documents tab is not part of Salesforce
CRM Content.
Required Editions
| Available in: Salesforce Classic |
| Available in: All Editions except Database.com |
| User Permissions Needed |
| To view Documents tab: |
Read on documents |
| To view documents: |
Read on documents |
| To upload new documents: |
Create on documents |
- Under Find a Document, enter keywords to search for a document.
- In the Document Folders section, select a folder to view all the
documents contained in that folder.
- The Recent Documents section displays the last ten or twenty-five
documents you viewed, with the most recently-viewed document listed first. This list is derived
from your recent items and includes records owned by you and other users. Toggle the
Show 25 items and Show 10 items links to change
the number of items that display.
- In the Recent Documents section, click New to
upload a new document.
