What is a Document?

---

Documents are the files you save in simply CRM. You can either upload files directly or provide an external link to download the file again. Files can be classified by grouping them under different folders.

Manage Documents

---

You can perform different operations on records in list view of Documents

1. Create Custom filters to classify records as per your requirements.

2. Click on Actions drop-down to perform following operations

Select Delete to delete selected records

Select Move to shuffle records across folders

Select Export to transfer records to spreadsheets

3. Click Settings button to perform following operations

Select Edit Fields to customize layout of fields through Layout Editor

Select Edit Picklist Values to modify picklist values through Piicklist Editor

Working with Documents

---

Documents module is more like a drive. You might sometimes need to save your work related files, personal files, Images etc. You can upload all such files in Documents.

Creating Folders

---

Documents module gives you the flexibility to create folders and save documents in selected folder.

To create a custom folder,

1. Click Documents tab
2. Click Add Document button
3. Enter folder name and description
4. Click Save

Creating Documents

---

This feature enables you to create documents and share them with other users in your Simply CRM account.

To create a new document,

1. Click Add Document button
2. Enter title, select folder and assign to Sales team
3. Select Download Type as Internal if you wish to attach a downloadable document from your system
4. Select Download Type as External to provide an URL of your external file location from where the file can be downloaded
5. Click Choose File in File Name field and upload files from your drive
6. Click Save

Download Document

---

Now that the file is assigned to the Sales team, her team members can download the file by clicking on File Name field. Download Count field in detail view of document displays the number of times the file has been downloaded.

Related Documents

---

Simply allows you to attach documents related to a particular module. You can either attach existing documents in the documents module or create a new one.

Follow the steps below to add a related document :

1. Go to the respective module and click on any record to which you would like to add a document.

2. While in the summary/detail view of the record, on the right side, find and click on the Documents tab.

3. Choose Select Documents to attach existing documents OR choose Add Document to add a new document.