Key Features

• Centralize all documents in a single place The document module
• Benefit from the document module features like indexing and search by content and OCR
• Ability to store documents in a custom folder structure:
  • Main Folder [CRM]: store all documents in a single folder
  • By Customer - [CRM / Sub Folder for each Customer]: Store all documents per customer in a single folder
  • By Opportunity - [CRM / Sub Folder for each Opportunity]: Store documents per opportunity
  • By Customer / Opportunity - [CRM / Sub Folder for each Customer & Sub folder under it for that specific Opportunity]: Store all documents per customer folder then an opportunity folder
• Allow user to add an attachment when logging a note from the documents app from the corresponding folder based on the previous option chosen above without the need to downloading and re-attaching the documents
• Automatic creation of folders, no need for manual creation of workspaces.

Configuration

• to Settings > Documents
• Select the CRM flag in the documents app configurations. It is a new feature added in the module
• Add attachments as Documents will appear. Once selected it will allow the system to generate a document for each file attached to the CRM lead model under the documents app, automatically depending on a specific structure that the use can choose in the configurations:
• Saving documents options:
  • Main Folder [CRM]:
    This will save all the attachments for the CRM opportunities under the same folder (CRM), created automatically if not found.
  • By Customer - [CRM / Sub Folder for each Customer]:
    Creates a new folder for every lead customer and saves the attachments under it as documents.
  • By Opportunity - [CRM / Sub Folder for each Opportunity]:
    Creates a new folder for every CRM lead/opportunity and saves the attachments under it as documents.
  • Last Option: By Customer / Opportunity - [CRM / Sub Folder for each Customer & Sub folder under it for that specific Customer]
    Check the below image
• The opposite feature is implemented under this addon where the user can add a document from the documents app in the CRM Opportunity, when sending a message or logging a note:
• Selecting the Add button will issue a new window to select a document:
• Then On clicking Attach it will add the documents as attachments in the Email Composer wizard.
• NOTE: the documents that can be selected in the wizard are only documents saved under the workspace corresponding to the CRM lead/customer according to the CRM workspace structure selected in the settings.

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