Introduction

Transactions always include some sort of documentation or paper trail. There are several ways to save documents in Chime so that you can access them later as needed. 

Document Instructions

To access and save a document associated with a transaction, navigate to a Lead Profile > Transactions & Docs > click on the transaction:

You can also access a transaction by navigating to Transaction Management > clicking on a transaction:

You are now on the transaction detail page. Next, click on Documents:

Use Click here to upload a document to attach a file:

You can upload a file from your computer, Dropbox, or Google Drive.

• Each file that is uploaded can only be a maximum of 50 MB in size
• There is currently no limit to the number of files that can be uploaded to a transaction

Another way to upload a document is via a transaction task. Transaction tasks are accessed on the Checklists page of a transaction:

Once you click on a transaction, you will be presented with four different options. The one related to this topic, of course, is the Upload option:

You will have the same three options for uploading a document (file, Dropbox, or Google Drive), but there is also a switch that you can toggle on/off that will allow you to mark the task as complete with the document upload.

To learn more about Transaction Checklists, see HERE.

Document Folders

You can categorize documents in folders within a transaction. This can now be utilized to save files in specific locations for easier access.

• There is no maximum to the number of folders that can be created.
• Each file that is uploaded can only be a maximum of 50 MB in size
• There is currently no limit to the number of files that can be uploaded to a transaction

The default location for documents uploaded will be the Uncategorized Document(s) folder. 

You can also rename or delete folders at any time if needed. Folders will be categorized by A-Z.

When a file is added to a folder, the most recent addition to that folder will be at the top.

FAQ

Are notes in Transactions searchable? 

Yes, the following types of notes can be searched:

• Manual Notes (including those made for calls, emails, and texts)
• System Logs

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@chimeinc.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Chime CRM.