Drag & Drop Client Files and Folders

Users have the ability to search their computer to upload a file or can drag and drop a file or folder directly from their computer into Swivel wherever they would like to store these documents (Contacts, Products, Marketing Campaigns & Events, and Business Management).

Once uploaded to Swivel, documents are sorted by the Document Date. If multiple documents have the same Document Date, then they are sorted by Name.

Note

📌 Note: Anti-Virus Scanner for Document Uploads

For any document uploads to the CRM, the application now scans files for anti-viruses. The application will reject files from uploading that are deemed unsafe.

Adding a Document in Swivel

1. Navigate to the Documents section you would like to upload a document, for example, navigate to a contact and to the Documents accordion.
2. Select +New Document and select from configured document types.
3. Add a Name, Description, Date, and Tags
4. Select in the Window that says “Choose a file of drag it here” to browse your computer for your document. Or drag your desired document right to this square.
5. Select Save.

Tip

🔍 Tip: For help on configuring or editing document types, see Document Types.

Creating a New Folder in Swivel

1. Navigate to the Documents section you would like to upload a document, for example, navigate to a contact and to the Documents accordion.
2. Select +New Folder
3. Add a Name (Required), Description, and Tags if applicable
4. Select Save.

Drag and Drop Files and Folders

1. Navigate to the Documents section you would like to upload a document, for example, navigate to a contact and to the Documents accordion.
2. Expand the accordion.
3. From your desktop or file organizer on your computer, drag your file or folder until the documents accordion is greyed out showing that you can upload your file.
4. Drop your file into Swivel.

Moving Current Documents in Swivel to a Folder

1. Navigate to the document you would like to move into a folder and select the Action Menu.
2. Select Move To.
3. From the drop down, select the folder you would like to move this document to. Select Save.

Caution

⚠️ Important: Document Files and Folders can only be moved into a folder within that same document storage area within Swivel. For example, users cannot move a document from the Contact Documents Tab to a folder that is within the Products Document Tab.

Managing Documents with “Statement” Type

Statements will be managed via the policy and account Documents feature.

1. Click +New Document button
2. Select Statement type
3. Selecting the Statement type will translate to the respective Statements section on the Portfolio Summary view.

Note

All documents under the Document Type “Statement” will connect to the Swivel Summary. Please do not rename this document type.