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Manage Documents Directly within SuperOffice CRM Online.
With Activity Folders, sales and service teams can organize and manage customer-related documents such as proposals, contracts, and sales collateral – then file them automatically to in related folders.
When using Activity Folders for a project it is handy to generate the needed folder structure automatically. This folder structure can be created in a template.
These templates, folder structures, can be created so that a user can choose the desired folder structure per project. If no templates are available or the required structure is not (yet) created the user can also create a folder structure manually also.
How to
How to create a new template in Activity Folders:
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The basic template will be created with only a Root directory.
- Right mouse -click on Root and you are able to add your subdirectories, e.g. Plumbing, Wall Constructions, Electricity, etc.
- Right mouse -click on Electricity and you are able to add subdirectories to this directory too, e.g. 220V and 380V.
- Right-clicking on a folder will also give you the option to rename or delete a folder. You see that the interface is modeled off after Windows Explorer and easy to learn.
By default, all created documents for a certain project will be added to the Root directory unless document types are known to be in a specific subfolder. The document types are listed in the most right rightmost box and you can link these document types via drag and drop to a specific subfolder. Every new document will now follow these rules but a user is always able to reassign a document to another folder. As mentioned before, if a document type is not linked to a folder, the documents will be added to the Root directory.
If you are ready click on save and the template will be available in SuperOffice.
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