How to Use the Document Manager in Conversations

Overview

The Document Management feature in PXME is designed to simplify and organize all your document-related tasks. With a centralized hub, you can access, store, send, and receive documents directly from the Contact Details page—making it easier than ever to keep everything in one place.

Integrated Document Management System

The Documents tab within a contact’s profile is your one-stop hub for handling files. From uploading internal documents to sharing via the client portal, all document-related activities are streamlined here.

Four Distinct Document Sections

All

• View every file associated with a contact in one unified place.

• No need to dig through folders—everything is accessible instantly.

Internal

• Store files that are for internal use only.

• Includes a default folder called Custom Fields—any files uploaded via a file-upload custom field are saved here.

• Ensures all team members with access to the contact can see these documents.

Sent

• Documents you’ve sent to the contact through the client portal appear here.

• Useful for sharing proposals, contracts, or other client-facing files.

Received

• Access documents uploaded directly by the contact via the client portal.

• Ideal for forms, signed agreements, or additional files provided by the client.

Adding Files Made Simple

• Upload files directly to the Internal section.

• Supported file types: PPT, DOC, PDF, images, CSV.

• Maximum file size: 250 MB.

• When uploading, check the Share on Client Portal box if you’d like the client to access the file.

Optimized Search Functionality

• Quickly locate documents using file name search.

• Optimized for the All section—no need to scroll endlessly.

Managing Documents

Copy Link of Sent Document

• Click the three dots next to a file → select Copy Link to generate a shareable link.

View Source of Sent Document

• Open and edit documents in the document editor.

Add Internal Documents

• Click Add → Add New File.

• Drag and drop or upload your document.

• Choose whether to share it on the client portal.

Quick Actions (via the three-dot menu)

• Share/unshare on client portal

• Download

• Preview

• Delete

Additional Benefits

• Manage proposals, estimates, and contracts without needing access to the Payments section.

• Team members with restricted access can still view and download relevant documents tied to a contact.

• Use access controls to ensure only the right team members see the right files.

FAQs

Q: How can I upload files to a contact's internal document section?
A: Go to the Documents tab under contact details, click Add → Add New File, and drag-and-drop or upload your file.

Q: What types of files can I upload?
A: PPT, DOC, PDF, images, and CSV files up to 250 MB.

Q: How do I share a document with a contact?
A: Add the file under the Documents tab, check the Share on Client Portal option, or send it through the Sent section.

Q: Can I restrict document access to certain team members?
A: Yes. Access controls ensure only authorized users can view or download specific documents.