Files: your shared PDF library

Upload brochures, warranty certificates and other PDFs once, organise them in folders, and use them as Shared PDF pages in any proposal.

Beginner 4 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=pdfs · Guide last checked 2026-10-03

0 of 4 ticked · remembered in this browser

Preconditions

A manufacturer brochure PDF on disk.

Steps

1. Open FilesDo: Go to Settings → PDFs.Expect: Heading "Files" with "New Folder" and "Upload File"; columns Name, Type, Size, Actions.Actual:
2. Organise and uploadDo: Click "New Folder" (e.g. "Manufacturer brochures"), open it, click "Upload File" and pick a PDF.Expect: PDF only. The file appears with Rename and Delete actions.Actual:
3. Use itDo: In any proposal, New Page → "Shared PDF" and pick the file.Expect: The brochure becomes a page.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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