This video covers the various ways to add documents to an account, as well as how to add products.

Document and Product Management in Kapta

Document Management Overview

Kapta offers comprehensive document management capabilities that allow you to organize, access, and track important files across your accounts and teams.

Document Locations

Centralized Account Documents

The primary location for account-related documents is the documents section on the account details tab, which includes:

• Documents added directly to this tab (presentation decks, spreadsheets, NDAs, marketing materials)
• Documents linked from other account-related sections

Section-Specific Documents

Documents can be directly linked to specific features within an account:

• Contracts
• Opportunities
• Actions or Tasks
• QBRs (Quarterly Business Reviews)
• Risks
• Notes

Each of these sections has its own dedicated documents area, and files added here automatically appear in the main account documents section for easy reference.

Team Dashboard Documents

A separate documents section exists on the team dashboard for:

• Internal team-related documents
• Files not associated with a specific account

Adding Documents

The process for adding documents is consistent across all sections:

1. Choose the document type:
   • File (upload or drag and drop)
   • Google Doc (enter name and URL)
   • SharePoint Doc (enter name and URL)
2. Complete the required information
3. Save the document to the system

Document Management Features

Document List View

Documents in the account details tab display:

• File type
• Section of the account the document is linked to
• Date added

Document Actions

• Files include a download icon
• Online documents include an icon to open in a separate browser tab
• Table columns can be sorted for easier navigation
• Click a file name to open the "update document" popup where you can replace or delete it

Document Filtering

• By default, all documents are listed
• System-wide document filters can be set by administrators
• Users can configure their own filters based on document types, date constraints, and more

Product Management

Product Setup and Configuration

Product management in Kapta depends on:

• Products being enabled for your Kapta account
• Your administrator configuring company products

Adding Products to Accounts

To add products to an account:

1. Navigate to the account details tab
2. Scroll to the products section
3. Click "link product"
4. Select one or more products from the searchable list
5. Click "assign"

Product Management Features

Product Details

Each product appears with:

• Any codes or product families set up by the administrator
• Sortable columns for easy organization
• Option to remove individual products

Product Configuration

• Click a product to specify details like quantity (licenses) or version number
• Use the "bulkedit" link to set these details for the entire product list at once

Products in Contracts and Opportunities

Products can also be linked at the contract and opportunity levels:

For Contracts

• When adding or editing a contract, use the products tab
• The contracts list displays all linked products

For Opportunities

• New opportunities include a products tab
• For existing opportunities:
  • Edit the opportunity and use the products tab, or
  • Navigate to the opportunity details page and scroll to the product section

Portfolio-Level Views

• Click "products" in the left menu to access a summary of all products at the portfolio level
• This provides a comprehensive view across all accounts or filtered accounts

Benefits of Document and Product Management

• Centralizes important files for easy access
• Creates relationships between documents and specific account features
• Tracks product usage across accounts, contracts, and opportunities
• Provides flexible filtering and organization options
• Supports efficient team collaboration and information sharing