How do I pin a document to the top of the Files section?
Attachments from your email and documents from Dropbox, Google Drive, OneDrive, DocuSign, SkySlope, dotloop, and other services are automatically organized for you in the Files section of any Person, Company, or Deal (Property, Sale, Project, Case, etc..).
For important or final documents, you can save a file for later to "pin" it to the top of the Files feed for quick access.
Save a file for later to "pin" it to the top of the Files feed
1.) Tap on the document you wish to pin to the top of the feed.
2.) Select "Show file details" or for DocuSign select "Show Envelope".
3.) Tap on the ribbon icon and select "Someday" to pin the file.
The file is now pinned to the top of the Files feed.