Documents

In this article:


LGL includes a basic document management system, which is accessible from the Activity tab.

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You can upload files in connection with a constituent’s record, or a task, or almost anything like that. You can also create web documents that can be edited and updated online using a WYSIWYG (what you see is what you get) HTML editor.

Adding documents

To add a new document from the documents tab, click on the Add document button:

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Document categories

If you would like to store different types of documents, you can add categories to classify each document. You'll then be able to filter by those categories. This is a great way to see all the proposals you have submitted, for example. You can add new categories in Settings > Menu Items > Other items.

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"Sticky" documents

Documents are listed in descending order based on their last updated date. However, you can make a document always appear at the top of your documents list by clicking on the star icon next to any document:

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Document versioning

File attachments and web documents both support versioning. With file attachments, you can upload a new version at any time. With web documents, a new version is created each time you update the document.

File upload limits

You can upload any kind of file that is less than 10MB in size.

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