Marking a document as primary is typically reserved for resumes on contacts but can also be done on both opportunity and company records. Taking the action as marking a document as primary allows you to easily slide the resume into view while still viewing the core record. The process for marking as primary is the same for Contacts, Companies and Opportunities. Check out the quick tutorial below.

Looking for more on document management and creation? Learn more below and check out how you may edit Office 365 documents through Word Online.