How do I add my attachments to Document management?
You can add your files saved in Document management as attachment in E-Mail. Click on the button ‘Document management’ to choose a file saved in your Document management account or even a file shared to you via Document management as attachment to your email.
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Document Management
1. Check-In / Check-Out Control Docs provides a check-in/check-out feature that allows only one person to work on the document at one time. The Check-in/Check-out function, is very helpful in a collaborative environment as it prevents team members ...
What is Document management?
It is an Online Document Management system where you can store all your files securely in a centralized location and can access them from any where and from any device. You can upload, store, create, edit, share, and view any type of files like ...
Security Management- Mail Add-on Users
The Mail Add-on helps you to manage all the customer correspondence within your CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you have the ...
What browsers does Document Management support?
Document Management is compatible with all of the mostly used web browsers like Google Chrome, Internet Explorer, Firefox and Safari. To make sure you have the best experience possible, we recommend you to update your browser to its latest version. ...
What can I do with Document Management?
Document Management's online storage, share ability, Productivity and collaboration options will help everyone within your business to collaborate effortlessly on documents. We make all your data available to you from any device, anywhere in the ...