Document Storage in Brivity

Save pertinent documents in Brivity contact records as well as in each transaction. Upload one document or multiple documents at once!

 

 

To upload a document, open a Transaction or a Contact record. On the right side of the crossbar navigation, find the tab for Documents.  

 

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Click the Upload Document button to begin uploading your Document(s). 

 

Documents

 

Download the file by clicking the down arrow  in the top right. Remove a file by clicking the black X.

 

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Brivity supports files up to 15MB with the following extensions: .csv  .pdf  .jpg  .png  .gif  .docx and .xlsx.  

* Documents uploaded to a contact record will not be visible to that person. 

** Documents uploaded to a transaction are visible to all Clients or Collaborators to whom you've granted access to the transaction