Can I attach more than one document at a time?

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• If I do not have any documents in Google Docs, can I create one from the "Attach from Google Docs" page?

  No. You cannot create a document from the "Attach from Google Docs" page. The document has to be present in Google Docs for it to be attached to CRM.   

• What if one fine day I lose all my documents? How does Document Management manage & backup data?

  Do not worry. We strictly follow standard security guidelines at our data center and monitor our servers regularly. Regarding data management & backup, we at Document Management replicate each document, so that even if one copy is lost, there is ...

• Can multiple people work on a document at the same time?

  Absolutely, any number of people can work on a document simultaneously. You can see updates done on your document in real-time without having to do anything manually like save or refresh.

• Attach Files using Android

  To attach files Go to the module (Leads, Accounts, Contacts, etc.). Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps like Dropbox, ...

• Attach Files using iPhone

  To attach files Go to the Leads, Accounts, Contacts, Potentials or Cases module. Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps ...