Documents library

Create, upload, edit, assign, and share documents from the Flowforce document library.

6 min readUpdated July 2026

Open documents

  • Open Documents from the dashboard
  • Review templates, uploaded files, and signature-ready documents
  • Use filters for owner, status, and record links
Video walkthrough placeholder showing Documents list, new document, editor, assigned record, sharing, and status.
Video: Documents library
Video walkthrough placeholder showing Documents list, new document, editor, assigned record, sharing, and status.
Documents library showing document list, status, owner, linked record, create document button, upload PDF button, and filters.
Documents library showing document list, status, owner, linked record, create document button, upload PDF button, and filters.

Common document actions

  • Create a new document
  • Upload a PDF
  • Assign a document to a contact, lead, deal, or service
  • Send for signature
  • Review signed or pending status

Common issues

  • Cannot edit — check owner and role permissions
  • Document not linked — open the document detail and assign a record
  • Recipient cannot sign — verify signer email and request status

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