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CRM Use Case Record Document
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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:
- In the Basic Information section: Unique Document name, Assigned To and Folder Name. In order to create new folder users should ask EGI HelpdeskCRM_FAQ.
- In the Description: If additional comments needed please use it.
- File Information: 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.