> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/field-sales/document.md).

# Document

## Add Document

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

![](/files/k5FzLKMETDyp7NuUTmkd)

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

![](/files/K9AZN66LYK1tzBYV46Hx)

Add all the details and Save

![](/files/QXoqPcOG4uRllRz7jIzi)

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

![](/files/lfWfBUEDUlFv0DqJ6hv0)

## 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

![](/files/gAufpiAp2nrAr4UzgD2q)

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

![](/files/25pvsKGeU03BtyOyNOqG)

## Edit Document

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

![](/files/ZYwyvuTHYzGVwQ3jX4tS)

Edit the Document and **Save**

![](/files/VyHQMoSZwPMRZVowzKHC)

## Delete Document

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

![](/files/LH4dWIl12WAixSJlGi6d)

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

![](/files/yeZio95e0yvEVbiprYYB)