Use the Document Manager workspace to store, organize, modify, and share documents that are not associated with a specific contact.

Document Manager workspace

The Document Manager workspace allows you to store and manage any documents that you use in NexJ CRM. A document in NexJ CRM is an object that is used to store computer files, such as Microsoft Word, PDF, or image files, as attachments. A single document may have multiple file attachments. Documents in the Document Manager are organized in a folder hierarchy structure.

The Document Manager workspace is divided into the following main areas:

• The Folders tab on the left. Displays the organizational structure of the documents stored in the Document Manager.
• The Search tab on the left. Lets you search for any document in the Document Manager.
• The Documents list at the center. Displays a list of the documents contained in the selected folder or, if you have performed a search for a document, the list of documents returned by your search.
• The details zone on the top right. Displays the properties of the document selected in the Documents list.
• The Attachments zone on the bottom right. Displays the selected document's attachments, and a preview if one is available.