I created a company and have imported potential leads that i may hire. I have a list of 6 documents that i need on each lead in order for them to be employed. I am trying to figure out how to do this. I would like to click on the lead and see the files that are "attached" to that lead account so i can see which documents are collected and which are still needed. Then later have them become employees or not hire them. I would like that admins and the lead are only able to view the documents of the lead. Other leads, employees are not able to view the documents of other leads, employees.
Edited: Jim Pearce - 04/04/2014 08:15:14