Calendar & Documents

Schedule events on your calendar and manage uploaded documents.

Calendar#

Step 1. Go to /default/calendar

Step 2. View the monthly calendar with all scheduled events

Step 3. Click any date to create a new calendar event

Step 4. Click any existing event to view or edit its details

Create a Calendar Event#

Step 1. Click on a date or click New Event

Step 2. Fill in the event details:

• Title — what the event is about
• Date & Time — start and end time
• Description — notes, agenda, or context

Step 3. Click Save

Upcoming Sidebar#

The right sidebar shows a list of upcoming events sorted by date. Use this for a quick glance at what's next without scanning the full calendar.

Edit or Delete a Calendar Event#

Step 1. Click on the event in the calendar

Step 2. Click Edit to update details, or Delete to remove it

Step 3. Confirm your changes

Tip: Use calendar events for follow-up reminders, deal review meetings, and campaign launch dates to keep your team aligned.

Documents#

Step 1. Go to /default/documents

Step 2. View all uploaded documents in a list

Step 3. Filter by file type: PDF, Word, Excel, Image, or Other

Upload a Document#

Step 1. Click Upload

Step 2. Select one or more files from your computer

Step 3. The files are uploaded and appear in the document list

Download a Document#

Step 1. Find the document in the list

Step 2. Click Download

Tip: Use the documents section to store proposals, contracts, presentations, and any files your team needs quick access to.