How to Create Documents

To get started using Salespal, you have to upload a document. Here are the main steps to follow:

1. Open your admin panel.
2. Click on the Create documents button in the Documents section.

3. Click on the Select PDF files button and select PDFs on your computer. You can choose up to 10 files at a time, and you can watch the upload progress in the window.

When uploading is finished, you will see all the documents that you've created so far in the documents table. After that, you can do any of the following.

2. Edit the name and description of your document.
3. Click Save.

If you want to make any changes in your document, you can easily upload a new version of your PDF. The current URL, name, and settings won't change. To update your document, follow the steps below:

1. Hover over the document you want to update, click on the More options menu and choose Update document.

2. Click on the Select new PDF button and upload the new version of your file.