Overview
How to use the Activity Folders in SuperOffice CRM
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It is possible to search within a folder. For each column, the user can click the little filter button and select criteria to search on.
Create a Copy and Create a copy as PDF
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COPY and COPY AS PDF are new experimental features currently available on request only. If you wish to experiment with this please contact our support department who can enable this functionality. (as from Release 54 (16-06-2020)) |
You can create a copy from a document and create a copy as PDF (convert a document on the fly to PDF format). Right mouse click on the document you want to have a copy from and choose your action.
Good to know
- The administrator of Activity Folders can setup which document types should be automatically filed in the right folder, more info
- Uncategorized documents are placed in the root folder. They can be moved by using the drag and drop functionality
- If the SuperOffice user has enough rights the folder structure can be easily changed by using the Configure folders button. It is possible to remove, rename and position folders in the folder tree
- The folder structure can also be displayed in a separate window. This can be done by clicking the
button. This makes navigation through the folders or organizing documents by using drag and drop even easier.
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