Loading
Collaborate with Everyone
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Documents Home

          Documents Home

          Click the Documents tab to display the documents home page. If the Documents tab is not visible, you can customize your display to show it. The Documents tab is not part of Salesforce CRM Content.

          Required Editions

          Available in: Salesforce Classic
          Available in: All Editions except Database.com
          User Permissions Needed
          To view Documents tab: Read on documents
          To view documents: Read on documents
          To upload new documents: Create on documents
          • Under Find a Document, enter keywords to search for a document.
          • In the Document Folders section, select a folder to view all the documents contained in that folder.
          • The Recent Documents section displays the last ten or twenty-five documents you viewed, with the most recently-viewed document listed first. This list is derived from your recent items and includes records owned by you and other users. Toggle the Show 25 items and Show 10 items links to change the number of items that display.
          • In the Recent Documents section, click New to upload a new document.
           
          Loading
          Salesforce Help | Article