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Document Storage in Brivity

Brivity now has the ability to upload Documents for People and Transactions. Uploaded Documents are visible to everyone on the Transaction including any Teammates who have access to the Transaction and all Clients and Collaborators.

Documents uploaded to a person's profile will not be viewable by that person. 

 

 

Click the Upload Document button to begin uploading a Document. We support files up to 15MB with the following extensions: .csv  .pdf  .jpg  .png  .gif  .docx  and .xlsx. When you upload a Document you’ll see the name and extension of the file on the Documents tab.

 

You can preview a file by clicking the file-type icon, or download it by clicking the download icon in the top right-hand corner, and you can remove a file by clicking the black "X".

 

 

 

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