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CRM TEST-CRM-010 UC: UC-3.10

Manage Company Documents

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Prerequisites

  • User is logged in
  • User has data.sales.companies.update permission
  • A company exists within the user’s scope
  • A test file is available for upload (e.g., a PDF or text document)

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Navigate to a company’s detail view and click the Documents tab
Documents tab loads showing existing documents (if any)
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2
Click the Upload button on the Documents tab
A file upload dialog opens
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3
Select one or more files to upload
Files are selected and ready for upload
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4
Confirm the upload
System uploads and stores the files
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5
Verify the uploaded documents appear in the list with name, size, uploader, and date
Documents list displays the uploaded files with correct metadata
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6
Click the download link/button on an uploaded document
File downloads to your local machine and opens correctly
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7
Verify the downloaded file matches the original uploaded file
Downloaded file content and size match the original
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8
Click Delete on a document and confirm the deletion
Document is removed from the list
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Acceptance Criteria

← Manage Company Notes