Opportunities - Attachments
When you click on an opportunity already created on the platform, one of the tabs you will find is the "Attachments" tab.
Use this tab to keep all important documents in one place, avoiding information dispersion and facilitating quick access. In this article, we explain in detail what information and functionalities this tab offers and how you can use it effectively to manage your documents and files related to the opportunity.
Where can I find this option? → Left side menu → Opportunities 
Remember that this tab will only be visible if you have it pre-configured in the substate in which the opportunity is located and the opportunities group permissions are activated → see-attachments-opportunity-tab We will access the "Attachments" tab once we have clicked on the name of our opportunity. This tab is a section dedicated to storing and organizing all documents and files relevant to the selected opportunity, it is easily accessible to all team members.
Folders created by default
We will see the documents grouped in folders, those that have the settings icon 
They are folders that are created by default on the platform and are private, that is, with limited access to the roles or users that we have granted the necessary permissions to view them. These folders cannot be deleted or edited, and it is not possible to manually upload documents to these folders.
We will find the following default folders on the platform:
- Client-documents: All documents shared by the client via the client portal will be saved in this folder.
- Contracts: This folder will contain the documents marked as "contract" and the documents that the client returns signed through the use of a digital signature.
- Opportunity-documents: In this folder we will find the reporting documents that we have generated without selecting any offer
Manually created folders
In addition to the folders that come by default on the platform, we have the option of creating new folders, giving them the name we want and making them public or not. In these folders we can manually load files that we consider relevant to have saved at all times.
In this view we find different options available to do with the folders: download, delete.
And for the documents we have the options: move to, duplicate, send by email or send document to sign (this only applies if we have contracted the digital signature service).
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