Documents documentation covers the global document manager, record-level document panels, uploads, previews, metadata, linked records, document types, sources, statuses, and cleanup practices.
Previewing and Editing Document Metadata
Document Types, Sources, and Statuses
Use Documents when staff need to attach, find, preview, download, classify, or clean up files connected to CDM records.
Start with Documents Overview, then use Record-Level Documents when uploading from a client, property, loan, work plan, contractor, or funding source. Use Global Documents Manager when searching across the whole account.