GrowthPulse User Guide
  • Welcome to the GrowthPulse User Guide
  • Getting Started with the GrowthPulse CRM in Telegram
    • Simplified Enterprise Onboarding Process
    • Training and Support
    • Security Features
    • Troubleshooting and Support
  • Using the GrowthPulse Telegram-Integrated CRM Bot
    • Manage My Accounts
      • Selecting A Company For View
        • Understanding Status Assignments
        • Edit Company Information
        • Manage Contacts
        • Manage Projects
        • Manage Meetings
        • Manage Legal Docs
        • Manage Groups: Integrating AI with Telegram's Group Chat Functions
          • Create A New Group
          • Connect GrowthPulse to An Existing Group
          • Getting the Full Benefit of the Pulsecheck AI System
        • Manage PULSECHECKS
        • Manage Notes
    • Add a New Account
    • Search for an Account
    • View Other Users Accounts
      • Claim Unassigned Accounts
    • Prospecting Dashboard
    • Data Export Wizard
    • Managing Admin Functions
      • Remove Users
      • Edit Accounts
      • Import and Export Information
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On this page
  • Save & Store Legal (Or Other) Documents
  • View Document Details
  • Add New Legal Document
  • Document Storage and Security
  • Special Features
  • COMING SOON: ENHANCED DOCUMENT TRACKING
  1. Using the GrowthPulse Telegram-Integrated CRM Bot
  2. Manage My Accounts
  3. Selecting A Company For View

Manage Legal Docs

GrowthPulse enables you to manage important documents for each company, ensuring all relevant files are organized and easily accessible.

Save & Store Legal (Or Other) Documents

The Manage Legal Documents feature allows you to upload, view, download, and delete legal documents associated with a specific company. This centralized document management system ensures that all important legal paperwork is easily accessible and organized.

  • Company name at the top

  • A list of all legal documents associated with the company

  • Action buttons for various functions

Document List Display

For each document, you'll see:

  • Document name

  • Brief description of the document

Action Buttons

  • View Document: Each document has a "View" button to see full details.

  • Add New Document: Button to upload a new legal document to the company.

  • Back to Company Dashboard: Return to the main company view.

View Document Details

When you select a specific document, you'll see a detailed view:

  • Document name

  • Description

  • Date added

  • Options to download or delete the document

Download Document

Clicking the "Download Document" button will initiate the download of the file to your device.

Delete Document

The "Delete Document" option allows you to remove the document from the system. Use this with caution, as deletion is permanent.

Add New Legal Document

Clicking "Add New Document" starts the upload process:

  1. You'll be prompted to upload a document file.

  2. After the file is uploaded, you'll be asked to provide a brief description of the document.

  3. The system will confirm that the document has been added successfully.

File Types and Sizes

  • The system accepts various file types typically used for legal documents (e.g., PDF, DOC, DOCX).

  • There may be a file size limit (not specified in the provided code, but typically exists in such systems).

Document Storage and Security

  • Documents are stored securely within the system, associated with the specific company.

  • Access to these documents is restricted to users with appropriate permissions for the company.

Special Features

  1. Date Tracking: The system automatically records the date when each document is added.

  2. Description Management: You can add and view descriptions for each document, making it easier to understand the content without having to open the file.

  3. Immediate Availability: Once a document is uploaded, it's immediately available for viewing and downloading by authorized users.

COMING SOON: ENHANCED DOCUMENT TRACKING

  • Advanced encryption for critical documents

  • Version control for documents

  • Expiration date tracking for time-sensitive documents and alerts to renew signatures

  • Automated OCR (Optical Character Recognition) for searchable document content

  • AI based document summarization on demand

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Last updated 6 months ago