Create New File

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Create New File

Welcome to the user guide for the Create New File in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Create New File

  • Step 1. Go to Spreadsheet Onlinemodule from the left sidebar. Select the location to create the file and click on the New Filebutton.Orright-clickat the location to create the file and click on the Create File
  • Step 2. Redirect to Excel page, enter the file name Upload button: upload excel file from your computer. Currently only supports the import of xlsx files.Save as:  used to select the folder to save this file.Save: save the file at the location selected in step 1Download:  Download this file to your computer Close:  close the page and don't save this file
  • Upload button: upload excel file from your computer. Currently only supports the import of xlsx files.
  • Save as:  used to select the folder to save this file.
  • Save: save the file at the location selected in step 1
  • Download:  Download this file to your computer
  • Close:  close the page and don't save this file

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