Attach document files
The feature is used for attaching important
documents and/or files to Emails, Cases, Accounts and
Opportunities modules. The functionality considerably
reduces the amount of time allotted for searching the
needed document as each one is already linked to the
appropriate record in the CRM system.
Document Folders
Document folders allow creating a so-called document
repository where all the files are properly categorized according to the needs of the company. Each document
folder can have several sub-folders. The folders can be
presented in a tree view or a list view.
