Documents

CRMery allows you to upload and share documents between users. The previous guides show how an administrator on the back-end can upload a document that is shared by everyone. To upload a document on the front end of CRMery and to associate to a deal, person, or company navigate to the area that you wish to upload, click the Upload button, then select the document's name, and click the Open button.

 

Filtering

By clicking "all documents" you can filter by all documents, documents from deals, documents from people, documents from companies, documents from emails, and shared documents. By clicking on "me" you can filter by a particular CRMery user. For the "all types" filter, you can filter by the document type such as spreadsheet, image, document, pdf, presentation, etc. You may also type in the anything box and search for a particular document by its name.

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