Difference between revisions of "Documents/How to Add a Document"

From Commence CRM-Help

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You can attach documents directly to an account or lead, or upload a file directly to the Documents library without attaching it to any company.
  
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1. Use the Folder Tree in the Documents Module Activity Panel to select the folder within which you wish to add a document.
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* Starting from the Documents tab, select the folder where you wish to add the document. Click '''New'''.
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* Starting from the Accounts or Leads tab, open the company detail and go to the Related Info section below. Where it says ‘Select a related view’ choose Documents from the drop-down. Click the '''New Document''' button.
  
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2. Click on the “New” button.  The “Upload File to Fileserver” dialog will appear.
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The “Upload File to Fileserver” dialog will appear. Complete the information fields below, then click on the “Save and Close” button to upload the document.
  
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3. Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC.
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#'''Document''': Click on the “Browse” button to locate and select the document on your PC.
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#'''Title''': Enter a brief summary of the document in the Title field. ''This field is mandatory.''
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4. Tag the folder as “Public” or “Private.”
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#'''Description''': Put more details in the Description. ''This field is mandatory.''You may enter the same information as Title.
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#''Show in Customer View'': Select "Yes"
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5. Complete the other information fields on the “Upload File to Fileserver” dialog.
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#''Company News'': Select "Yes" if you want the document to appear on everyone’s dashboard
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6. Click on the “Save and Close” button to add your document.
 
  
 
[[File:ScreenHunter_82 Sep. 25 14.57.jpg]]
 
[[File:ScreenHunter_82 Sep. 25 14.57.jpg]]
  
 
Return to [[Documents]]
 
Return to [[Documents]]

Revision as of 17:09, 24 October 2014

You can attach documents directly to an account or lead, or upload a file directly to the Documents library without attaching it to any company.

  • Starting from the Documents tab, select the folder where you wish to add the document. Click New.
  • Starting from the Accounts or Leads tab, open the company detail and go to the Related Info section below. Where it says ‘Select a related view’ choose Documents from the drop-down. Click the New Document button.

The “Upload File to Fileserver” dialog will appear. Complete the information fields below, then click on the “Save and Close” button to upload the document.

  1. Document: Click on the “Browse” button to locate and select the document on your PC.
  2. Title: Enter a brief summary of the document in the Title field. This field is mandatory.
  3. Description: Put more details in the Description. This field is mandatory.You may enter the same information as Title.
  4. Show in Customer View: Select "Yes"
  5. Company News: Select "Yes" if you want the document to appear on everyone’s dashboard

ScreenHunter 82 Sep. 25 14.57.jpg

Return to Documents

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