Document Management in CRM

Managing and sharing documents within your business has never been more seamless. Our CRM's document management feature is tailored to optimize your document-related processes. Documents are categorized into three primary sections:

1. Internal Documents: These documents pertain to your contacts and are stored directly within the CRM on each Contact's detail page. Users with appropriate access to the contact can view these documents. If you add documents to custom fields, they are automatically organized into a folder labeled "Custom Fields" within the "Internal" section. Note that these documents cannot be deleted. 

2. Sent to Contact Documents (Coming Soon): We are in the process of developing a feature that will enable you to efficiently manage documents sent to your contacts.

3. Received from Contact Documents (Coming Soon): A new feature is also being developed to help you organize documents received from your contacts.

Adding Documents to Contacts

Uploading documents to the internal section is a simple process. Here’s how you can do it:

1. Click on the "+Add" button and choose "New File."

2. Each file you upload can have a maximum size of 250MB.

3. You can upload various document types, including PPT, Docs, PDF, CSV, and multiple image formats. 
   

Searching for Documents

Locating documents associated with your contacts is made easy with our search functionality. You can quickly search for documents by name directly from the contact details page, allowing for fast access to the files you need.