NexJ Logo

Documents

Use the Document Manager workspace to store, organize, and modify documents that are not associated with a specific entity. A document is an object in NexJ CRM that is used to store computer files, such as Microsoft Word, PDF, or image files, as attachments.

Document Manager workspace

The Document Manager workspace allows you to store and manage any documents that you use in NexJ CRM.

A single document can have multiple file attachments. Documents in the Document Manager are organized in a folder hierarchy structure. Folders and documents can display in the same data table list. Document folders display in the data table with the icon. Documents display in the data table with the icon.

The Document Manager workspace enables you to:

  • Search for folders and documents in the Document Manager by typing the name of the folder or document in the text search field.
  • Display the documents contained in the selected folder or returned by your search as records in the data table.
  • Add document folders and documents to the system.
  • Open a document to display and modify details.
  • Delete a document.
  • Set a default document folder.
  • Associate a copy of a document with a specific entity.
  • Send batch emails for one or more entities.
  • Batch print documents from the Document Manager workspace for one or more entities.

Common use cases

  • To open a document folder in the data table, click on the document folder link. This displays the documents that are in the folder in a data table. To edit a document folder, double-click in any column except the Name column to open the Edit dialog.
  • To open a document in the data table, double-click the data record to open the Edit dialog.

  • To set a default document folder, you can:

    • Set the current folder as your default folder by clicking the Set as Default Folder button in the data table toolbar.
    • Select the required folder in the data table, click the Set as Default Folder button, and click OK in the confirmation message.

Privilege requirements

  • Your administrator must grant you the mda:DocMgrBatchEmailEnabled privilege before you can send batch emails. After you have been granted this privilege, you can select the Email menu option in the More Actions menu for a document record.
  • Your administrator must grant you the mda:DocMgrBatchPrintEnabled privilege before you can batch print documents. After you have been granted this privilege, you can select the Print Document menu option in the More Actions menu for a document record.


Related Links