Where can I view the documents attached from Google Docs in the CRM system?
Where can I view the documents attached from Google Docs in the CRM system?
You can view the attached documents under the "Attachments" section in the
Record Details
page.
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How does Zoho CRM integrate with Google Docs?
CRM uses the Google OpenID Federated Login API to attach documents from Google Docs.
Is it possible to edit the documents once attached to CRM?
The documents are Read-Only and cannot be edited once attached to CRM.
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.
I deleted a document in Google Docs. Will it be deleted in CRM also?
No. Your document will not be deleted from CRM if you delete it from Google Docs.
How do I send attachments in Google Docs account?
You can add your files saved in Google Docs as attachment in E-Mail. Click on the button ‘Google Docs’ to choose a file saved in your Google docs account as attachment to your email.