Managing documents
To view a document's details and attachments, navigate to the folder that the document is in and double-click it in the data table to open an Edit dialog, from which you can modify more of the document's properties.
Viewing document properties
You can view a document's properties in much the same way that you view the properties of a task or schedule item. The Edit dialog contains the following tabs:
The Security tab is not available when the Hierarchical Access Model is enabled.
Adding and modifying documents
If want to create a note, you can use the toolbar at the top of the Notes field to format the text as rich text with styles such as bolding, italics, bullet points, and hyperlinks. You can also copy and paste formatted text into the field. You can click the Image button in the toolbar and upload images from your computer. The images cannot exceed 2MB in size. The images must be in JPG, JPEG, or PNG format. To specify additional image settings, navigate to the Advanced tab. For example, you can specify the size of an image and its alignment.
Specifying view and edit security for documents
You can apply view and edit security to any document you add.
To restrict viewing and editing of a document to a group of users or to yourself when adding a new document, navigate to the Security tab in the Add a Document Manager Item dialog and select the appropriate view and edit security options.
For more information about applying security, see Security settings for objects in NexJ CRM.
Document attachments
An attachment is any computer file, such as a Microsoft Word document, that is attached to an activity, campaign, batch email, or document in NexJ CRM .
To open a document's attachment, from the Detail tab, click the file name of the attachment to open it. Depending on your browser, a confirmation dialog may open. Make the appropriate selection to open the attachment.
Adding attachments
Deleting attachments
To delete an attachment, in the Edit dialog, click the button beside the name of the attachment in the Add Attachment field.
Associating documents with entities
Moving documents
Batch printing and batch emailing documents
To batch print a document, select the document record in the Document Manager, click the More Actions button and select the Print Document menu option.
To send a batch email, select the document record in the Document Manager, click the More Actions button and select the Email menu option.
To batch print or batch email for multiple entities, click Select in the For field in the New Print Job dialog, or in the To field in the New batch email dialog, and select the checkboxes for the required entities.
For information about completing the New Print Job and New batch email dialogs, see Batch operations.