The Document module allows you to create company files and share it with other users. This can be your company policy, internal forms, mail, agreement, and other customer- distributed content.

Creating Document

Navigate to the Documents module then select " Create Document"

Document

You will be redirected to the document record view. Fill in the necessary details then click the "Save" button.

Document
Document

Adding Document in Customer Record

Navigate to Customers. Open a record and scroll down. You should see the " Documents" in the sub-panel. Click the "+" icon if you want to create a new document, simply follow the steps above. 

If you want to use an existing document, click the arrow-down then select "Link Existing Record". You will be redirected to Documents List View. Simply check the documents you want to add to the customer record. You can add multiple documents at the same time. Once you are done choosing the document(s), click the "Add" button. You should see the selected documents linked in the "Documents" sub-panel:

Document

Reference:

Sugar CRM Support Site

Support.sugarcrm.com/Documentation/Sugar_Versions/8.1/Ult/Application_Guide/Documents/index.html

October 8,2018

Get In Touch

Are you looking to streamline your field services business, or would just like to chat?

Get in Touch Today
Fieldmagic for Android - Requires Android
Job Management Software
5.0 ( 1 ratings )
Price: $29.00
Fieldmagic for iOS - Requires iOS
Field Service Software
5.0 ( 1 ratings )
Price: $29.00