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You can manage all of your documents from within | You can manage all of your '''documents''' from within CommitCRM, either by saving them as local copies in the CommitCRM Account Documents Folder, or by linking to external files on your local disk or network. By allowing CommitCRM to manage your documents, you can easily access relevant documents without searching for them on your server. In addition, you can file them within related CommitCRM sections such as [[Customers]], [[Tickets]], [[Asset Management|Assets]], etc. Each Document record within CommitCRM contains details about the document, its category, links to related objects such as Accounts and Tickets, etc. | ||
CommitCRM can manage any of the following document types: Word®, Excel®, PDF, email, scanned documents, images, videos and basically any other format. | |||
You can view Documents in | You can view Documents in CommitCRM in the documents window, which you can access by clicking the documents icon on the left pane, or from Accounts, Tickets, etc. in the related Docs tab. | ||
In addition to filing documents under | In addition to filing documents under CommitCRM sections, you can also organize your documents according to category. By using categories you can easily group your documents and find them later. | ||
You can add, remove and change categories in the Category Tree which is at '''Settings > Documents > Category Tree.''' | You can add, remove and change categories in the Category Tree which is at '''Settings > Documents > Category Tree.''' | ||
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All documents copied into Commit are stored in the Default Document Folder, in the related Account sub-folder. The default folder is set up during the initial Commit installation. You can change your default folder in '''Tools > Options > Documents tab > Default Document Folder'''. | All documents copied into Commit are stored in the Default Document Folder, in the related Account sub-folder. The default folder is set up during the initial Commit installation. You can change your default folder in '''Tools > Options > Documents tab > Default Document Folder'''. | ||
When adding a document to any Account for the first time, you will be prompted to set the document folder for that Account. The system will suggest creating a folder under the Default Documents Folder, or set the Account's folder to be anywhere on your network. Setting the default folder for the Account can be done via the Account's Details tab. | When adding a document to any [[Account]] for the first time, you will be prompted to set the document folder for that Account. The system will suggest creating a folder under the Default Documents Folder, or set the Account's folder to be anywhere on your network. Setting the default folder for the Account can be done via the Account's Details tab. | ||
To view a document stored in Commit, simply double-click it within Commit and the file will open. | To view a document stored in Commit, simply double-click it within Commit and the file will open. | ||
== Document Download and Upload Settings == | == Document Download and Upload Settings == | ||
Using the Web Interface, employees can download and upload | Using the [[Commit Web Interface]], employees can download and upload CommitCRM documents which are located on your server, directly from the browser. You can also set up the system to allow customers to download documents which are linked to their account, or which are linked to public Knowledge Base articles, via the Web Interface. | ||
In order to allow file downloads and uploads, you should first map the folder locations for the download, so that the Web Interface Service will be able to access them for download. You can also define folders which will deny download, in case you need to protect sensitive information from being accessed via the web interface. | In order to allow file downloads and uploads, you should first map the folder locations for the download, so that the Web Interface Service will be able to access them for download. You can also define folders which will deny download, in case you need to protect sensitive information from being accessed via the web interface. | ||
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== Importing Existing Documents == | == Importing Existing Documents == | ||
To add an existing document to an Account, open the relevant Account window and drag-and-drop the file into | To add an existing document to an Account, open the relevant Account window and drag-and-drop the file into CommitCRM. This will automatically link the relevant Account to the newly created document. All documents managed within Commit can be opened by double-clicking on them in Commit. | ||
In some cases, you may want to import a whole folder of documents and link it to a Commit Account. You can import multiple documents into Commit using one of the following Import '''Documents Folder''' options: | In some cases, you may want to import a whole folder of documents and link it to a Commit Account. You can import multiple documents into Commit using one of the following Import '''Documents Folder''' options: | ||
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A window will open. Select the folder and files to be imported and confirm. | A window will open. Select the folder and files to be imported and confirm. | ||
Important: When importing multiple documents, | Important: When importing multiple documents, CommitCRM stores links to the original files rather than copying the files to the Account documents folder in CommitCRM. If you want the files to be copied to the CommitCRM documents folder, copy the folder with all the files in the CommitCRM folder, and then import them into CommitCRM. | ||
== Managing Outlook Emails within | == Managing Outlook Emails within CommitCRM == | ||
Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in | Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in CommitCRM and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into CommitCRM. To open and view any emails, simply double-click the document within CommitCRM. The email message will be displayed in Outlook® together with any attached files. | ||
Note that when using Outlook to send email via the Commit Email icon (i.e. from the Ticket window or from the Account window), this email will automatically filed as a Commit Document under the relevant Account/Ticket. | Note that when using Outlook to send email via the Commit Email icon (i.e. from the Ticket window or from the Account window), this email will automatically filed as a Commit Document under the relevant Account/Ticket. | ||
==See Also== | |||
[[Commit Web Interface]] | |||
Revision as of 08:48, 23 July 2009
You can manage all of your documents from within CommitCRM, either by saving them as local copies in the CommitCRM Account Documents Folder, or by linking to external files on your local disk or network. By allowing CommitCRM to manage your documents, you can easily access relevant documents without searching for them on your server. In addition, you can file them within related CommitCRM sections such as Customers, Tickets, Assets, etc. Each Document record within CommitCRM contains details about the document, its category, links to related objects such as Accounts and Tickets, etc.
CommitCRM can manage any of the following document types: Word®, Excel®, PDF, email, scanned documents, images, videos and basically any other format. You can view Documents in CommitCRM in the documents window, which you can access by clicking the documents icon on the left pane, or from Accounts, Tickets, etc. in the related Docs tab.
In addition to filing documents under CommitCRM sections, you can also organize your documents according to category. By using categories you can easily group your documents and find them later.
You can add, remove and change categories in the Category Tree which is at Settings > Documents > Category Tree.
Setting the Default Document folder
All documents copied into Commit are stored in the Default Document Folder, in the related Account sub-folder. The default folder is set up during the initial Commit installation. You can change your default folder in Tools > Options > Documents tab > Default Document Folder.
When adding a document to any Account for the first time, you will be prompted to set the document folder for that Account. The system will suggest creating a folder under the Default Documents Folder, or set the Account's folder to be anywhere on your network. Setting the default folder for the Account can be done via the Account's Details tab.
To view a document stored in Commit, simply double-click it within Commit and the file will open.
Document Download and Upload Settings
Using the Commit Web Interface, employees can download and upload CommitCRM documents which are located on your server, directly from the browser. You can also set up the system to allow customers to download documents which are linked to their account, or which are linked to public Knowledge Base articles, via the Web Interface.
In order to allow file downloads and uploads, you should first map the folder locations for the download, so that the Web Interface Service will be able to access them for download. You can also define folders which will deny download, in case you need to protect sensitive information from being accessed via the web interface.
To setup the documents download settings, please refer to Web Interface Installation Instructions, under Document Download and Upload Settings.
Importing Existing Documents
To add an existing document to an Account, open the relevant Account window and drag-and-drop the file into CommitCRM. This will automatically link the relevant Account to the newly created document. All documents managed within Commit can be opened by double-clicking on them in Commit.
In some cases, you may want to import a whole folder of documents and link it to a Commit Account. You can import multiple documents into Commit using one of the following Import Documents Folder options:
- In the main menu, go to Tools > Import > Import Documents Folder.
- In the Accounts/Tickets/Contracts/Opportunities window, go to the Docs tab, right-click, and select Import Documents Folder.
A window will open. Select the folder and files to be imported and confirm.
Important: When importing multiple documents, CommitCRM stores links to the original files rather than copying the files to the Account documents folder in CommitCRM. If you want the files to be copied to the CommitCRM documents folder, copy the folder with all the files in the CommitCRM folder, and then import them into CommitCRM.
Managing Outlook Emails within CommitCRM
Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in CommitCRM and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into CommitCRM. To open and view any emails, simply double-click the document within CommitCRM. The email message will be displayed in Outlook® together with any attached files. Note that when using Outlook to send email via the Commit Email icon (i.e. from the Ticket window or from the Account window), this email will automatically filed as a Commit Document under the relevant Account/Ticket.