Adding New Documents

Adding Documents to your Room

You can add your first document by clicking the "+ New Document" button in one of the two places highlighted below.


You will be presented with a window where you can click select documents from your local machine:



Document Types

Rooms supports document uploads in .pdf, doc, docx, xls, or xlsx format.
Only PDF documents will be watermarked with your customers' information

Once you have picked the file, give your document a title (required) and a subtitle (optional) to provide additional information.


After clicking "Save" your document will show up as a card in the "My Room" screen:


After you’ve added your first document, you can upload others at any point by clicking "+ New Document" and repeating the steps from above.


Once your documents are uploaded, you have the option to either Preview or Edit right on the document card.

  • Preview: Opens a preview of the document, including watermark, as your customers and prospects would see it.
  • Edit Allows you to upload a new version of the document, change the document title and subtitle, as well as change the access levels associated with the document.