# Documents

Use the Documents module to create and manage documents such as marketing collateral and contracts for your organization. You can share these documents with other users and contacts.

The Documents Home page displays the following information:

- A Search sub-panel where you can enter keywords such as the document name and category to search for specific documents. To perform an advanced search using additional fields, click the Advanced Search tab.
  To customize and save the search layout and results, click the Saved Search & Layout link on the Advanced tab. To view a column in the search result, move it to the Display Column list using the left arrow. You can also change the order in which the results display from Ascending to Descending. Enter a name for the search results in the Save this View as ? field and click Save.

- A list of existing documents along with related information such as the category and revision number.

- To view the details of a document, click the name in the Document list.
- To update or delete multiple documents, select them from the list and use the Mass Update section.
- To export documents, select them from the list, click Export, and then choose Selected Records, Current Page, or Entire List as appropriate.

- A Shortcuts section that displays the following options:

- Create Document. Click this option to create a new document.
- Documents List. Click this option to navigate back to the Documents home page from a document's detail page.