# Document

## Add Document

In **CRM**, Select **Field Sales** and click on **Setting**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FE678dpgfoOFj7LM0qEvk%2F0.png?alt=media)

On the setting, select the **Document** and click on **+** **Document** to add a new document for site visit

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FGqinNmDKj5vFbIbMoTSS%2F1.png?alt=media)

Add all the details and Save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fl8fPTPFBsGfOttP7s6Zh%2F2.png?alt=media)

A new **Document** will be added at the top

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FAqPLLUklxWFMgg9iDKMr%2F3.png?alt=media)

## View Document

You can choose to view the Document that you have added

In the document**,** click on the Actions (3 vertical dots) and select the **View** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FzkjmtzVw1aLRA3XAF43h%2F4.png?alt=media)

You can view all the details of the added **Document**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F7nhaPVUy6faXMFaLsvTV%2F5.png?alt=media)

## Edit Document

In the Document**,** click on the Actions (3 vertical dots) and select the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FNwltAVpf634pRTkhxE8a%2F6.png?alt=media)

Edit the Document and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMFj396AORhZ7JrvPJzlf%2F7.png?alt=media)

## Delete Document

In the Document, click on the Actions (3 vertical dots) and select the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FJAGWVAglSLcpjscH8QUc%2F8.png?alt=media)

Give your confirmation in the **popup** and the area will be deleted

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FFRH3BPt0V2pHGGKU5qN9%2F9.png?alt=media)