How to Create Documents Module in SuiteCRM
How To create Documents in SuiteCRM
Procedure:
To open Document Module in SuiteCRM click on " ALL " where select " Documents "
To create New Document click on " Create " option
Click on " choose file " option to attach the file for the document module
Fill the Required Fields
Click on the " Arrow symbol " to change assignee for the document
Click on the " save " option to update the changes
Click here to view the attached document’s file
Click here to downloads Document’s attachment file
To Edit the Document, click on the " Document " then click on " Actions " Options where select " Edit "
To delete an Documents
Select the document then click on " Bulk Action " where select " Delete " option
To duplicate the Documents, click on " Documents " then click on " Actions " where select " Duplicate "
To perform Mass updating , select the " document " and click on the " Bulk Action " where select " Mass Update "
With this, the method to the Create Documents Module on SuiteCRM comes to an end.
* It can be just text without file
* It can also have an attached file
* Notes are created automatically when you attach something to an Email, Case or Campaign
* It shows in History subpanel when viewing Contacts, Accounts, etc.
Documents:
* It supports more fields like category, sub-category, expiration date, etc.
* It always must include a file
* It shows in their own Documents subpanel when viewing Contacts, Accounts, etc.