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Difference between revisions of "CRM Use Case Record Document"
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The insertion of a new Document should contain the following fields: | The insertion of a new Document should contain the following fields: | ||
* <span style="color:red">'''Title</span>, a Unique Document name. | |||
* <span style="color:red">'''Document No'''</span>, a autogenerated Document ID (do not change the default values) | |||
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI). | |||
* <span style="color:red">'''Folder Name'''</span>, default. | |||
* <span style="color:red">'''Description'''</span>, some metadata description of the document. | |||
* <span style="color:red">'''Download Type''</span> | |||
** (Internal will prompt for a file in local PC, external accessible outside CRM need to put url), Active, File Name and Version | |||
= How to associate a document to an account or contact= | = How to associate a document to an account or contact= | ||
Revision as of 19:24, 3 April 2012
How to create a new document
If you want to Insert a new document into EGI CRM, you should proceed the following way:
- Log-in in EGI CRM
- From the top navigation blue menu, select Tools and then Documents
- From the shortcut toolbar, select the green plus sign. This will redirect you to the Document creation web form.
How to fill the web form for a document
The insertion of a new Document should contain the following fields:
- Title, a Unique Document name.
- Document No, a autogenerated Document ID (do not change the default values)
- Assigned to, which can be either an individual user or a group (e.g. specific NGI).
- Folder Name, default.
- Description, some metadata description of the document.
- 'Download Type
- (Internal will prompt for a file in local PC, external accessible outside CRM need to put url), Active, File Name and Version
How to associate a document to an account or contact
It is possible to associate a document to more than one account/contact. Documents with files size higher than 2MB cannot be imported.