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How to work with Document? |
  
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How to work with Document? |
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The available tab groups and commands under these groups for Document tab are:
Group |
Command |
Action |
Documents |
New Document |
Add new document |
All Documents |
List of all documents stored in CRM system |
|
Import Documents |
Import an already created document |
|
New Template |
Create a new template for future use |
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All Templates |
List of all templates stored in CRM system |
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New Document From Template |
Add a new document based on existing template |
|
Category |
Add a new category for document |
|
Print Queue |
New Print Queue |
A print queue for printing |
All Print Queues |
List of all print queues stored in CRM system |
In this section, you can learn more about:
| • | How to create new document? |
| • | How to view already created documents? |
| • | How to import an existing document? |
| • | How to create new template document? |
| • | How to view already created template documents? |
| • | How to create new document based on an existing template? |
| • | How to view documents organized in categories? |
| • | How to create new category for documents organisation? |
| • | How to create print queue? |
| • | How to view already created print queues? |
| • | How to sort documents in grid? |
| • | How to perform search to find a document? |
| • | How to group documents by any field? |
| • | How to assign tag to documents? |
| • | How to filter documents by tag inside the grid? |
| • | How to remove tag assigned to documents? |
| • | How to import records for documents from Excel sheet? |
| • | How to export records for documents to Excel? |
| • | How to print the list of documents? |
| • | How to use split-view to view list of documents and data? |