A file description is used when you want to give your sales reps some more information on a file, that will not be visible when they share the file with prospects or customers.
To add a file description, proceed as described below.
- Click the file in your library.
- Hover over the Information section and click the Edit button.
- Fill in the description field.
- Click the Update button.
In the app your users will see an “Info” button they can tap to see the description you provided: