Documents Overview

LGL includes a basic document management system, accessible from the Documents tab.

You can upload files in connection with a constituent’s record, or a task, or almost anything like that. You can also create web documents that can be edited and updated online using a WYSIWYG (what you see is what you get) HTML editor.

Adding documents

You can add a new document from the documents tab, by clicking on the Add document button:

Document categories

If you would like to store different types of documents, you can add categories to classify each document, and then filter by those categories. This is a great way to see all the proposals you have submitted, for example. You can add new categories in Settings > Menu Items > Other items.

"Sticky" documents

Documents are listed in descending order, based on their last updated date. However, you can make a document always appear at the top of your documents list by clicking on the star icon next to any document:

Document versioning

File attachments and web documents both support versioning. With file attachments, you can upload a new version at any time. With web documents, a new version is created each time you update the document.

File upload limits

You can upload any kind of file that is less than 10MB in size.