> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents

> Learn about working with documents in SuperOffice Mobile CRM.

From Mobile CRM, you have access to all documents and emails stored in the SuperOffice database.

## Where to find documents

Documents are linked to a specific company, contact, sale, or project. In SuperOffice CRM, you find each document in the **Activities** section tab of the relevant entity, not in a central location.

Mobile CRM uses the same logic. In the app, the **Documents** section is available in the company, contact, sale, and project screens.

In document lists, you typically see the date, type, and title. The sort order is *sent - descending*.

<Tip>
  You can perform actions without opening the document. Swipe left on a document or email, then tap <i class="ph ph-list" aria-label="Main menu" /> to access the task menu.
</Tip>

## Document header <i class="ph ph-file" aria-hidden="true" />

* Title
* Linked contact or company (tap to open)
* Date
* Document type
* Action bar: Share, Email, Details/Preview

## Email header <i class="ph ph-at" aria-hidden="true" />

* Date and time sent
* Sender (tap to open)
* Recipients
* Action bar: Reply, Reply all, Forward, Details/Preview

## View document or email properties

1. Open a company, contact, sale, or project.
2. Scroll to the **Documents** section.
3. Tap the document or email.

   ![Mobile CRM: document section showing document entries in a contact card -app-screen][img1]

   * If you don't see your document in the short-list, tap <i class="ph ph-caret-right" aria-label="Chevron" /> to expand and view the full list.
   * If a preview opens, tap **Details** button to switch view.

![Mobile CRM: list of documents with swipe actions -app-screen][img3]![Mobile CRM: document details -app-screen][img4]

## Preview document or email

1. Tap a document or email as described above.
2. If the details view is active, tap **Preview** button to switch view.
3. The preview opens:

   * **Emails:** Open automatically on both iOS and Android.
   * **Documents:**

     * On **iOS**, open automatically in preview mode.
     * On **Android**, a message appears: *Unable to show the content of this document.* Tap the download button, then choose an app to open the file.

     ![Mobile CRM: Android error message when previewing a document -app-screen][img2]

## Download document

From the document list, swipe left and tap **Share** to skip the preview step.

[img1]: /media/loc/en/mobile/contact-document-section.png

[img2]: /media/loc/en/mobile/android-download-document.png

[img3]: /media/loc/en/mobile/document-list.png

[img4]: /media/loc/en/mobile/view-document.png


## Related topics

- [Create document](/en/mobile/document/create.md)
- [Update document](/en/mobile/document/update.md)
- [How to set up an email account](/en/mobile/set-up-email.md)
- [How to send email or SMS](/en/mobile/send-email-sms.md)
- [How to configure visible fields](/en/mobile/interface-guide#visible-fields.md)