Managing your documents

Upload during onboarding, or from a lead's Applications tab (past bids)
In the CRM view, the Uploads area lists every file with previews, folders, and search
Deleting a file removes it from the store — and your full data export includes every document you've uploaded

Membrs document upload — files stay in your workspace's private document store and can be added any time — Documents live in your workspace's private store — add more any time.