File Manager

• Understanding - File Manager

  Files folders can be created from the CRM view or My Account / Company / CRM Documents. From CRM View Click on Actions Select Add a Folder Here you can change a folder name, change folder. From CRM Documents Go to My Account Company Go to CRM Documents Click on Actions Click on Add Folder Navigate into folders Once you created a folder, you can look through it by clicking on the folder icon. Here left icon for the "Private Equity Deals" folder. ThenFew readers

• CRM Documents

  The CRM documents page encompasses all documents in your CRM. From there, it enables you to filter the fields in order to find solely the relevant files. You can also add and modify folders to simplify document search and save similar documents in the relevant folder. Add documents Using the Actions button, you can add new documents simply by uploading them (Upload Document). This function will open a modal allowing you to: Select to which contacts you want to link the document (for nFew readers

• Create and Edit Folders

  A folder is a bucket where you can store reports, commercial solicitations, email templates, and documents. Folders can be public, hidden, and shared with on the client portal. You can make a folder available to your entire company or make it private so that only the owner has access. Folders can be created from the company setup page, from the contact, account, and relation page. Create The principle to create a folder is similar in contacts, accounts, and relations. From one of these threeFew readers