Document
Storing all documents in one place helps you and your team to access up-to-date information and stay in control of customer relations.
Documents can be letters, quotations or memos, and they can be displayed in several places in SuperOffice CRM.
Tip
To open and examine an existing document, double-click it in the Activities section tab or in a document selection. The document is opened in the program it was created in.
You can open a document in edit mode or in read mode. When you open the document in edit mode, only you can edit the document. Other users can open the document in read mode. If your organization uses a document library like SharePoint, multiple people can edit a document simultaneously.
General information
| Icon | Property | Description |
|---|---|---|
| Language | A list of available translations of the template. "Default" if untranslated. | |
| Date | Today's date (default). Click the arrow next to the Date field to open a monthly calendar where you can select the date you require. | |
| Subject | The heading of the document. | |
| Template | A list of available document templates, such as Letter or Quotation. | |
| , | Company / contact | Who the document concerns. |
| Sale | A sale linked to the document. | |
| Project | A project linked to the document. | |
| Our ref | Allocated document number. | |
| Your ref | The addressee's reference from their communication. |
Create new
No matter where you are in SuperOffice CRM, you can create or upload a document by clicking New on the top bar and then select Document.
Locate your documents
The Activities section tab in the Diary screen shows all uncompleted documents plus those marked as completed after you last logged in to SuperOffice CRM.
The Activities section tab in the Company, Contact, Sale, and Project screen shows all documents linked to the current record.
The Documents tab in the Selection screen shows all documents within the current selection (if it is a document selection).
Add record as a favorite
To add a record to favorites, click in the corner of the relevant card, tab or dialog. The star turns yellow, and the record is instantly added to favorites. You do not have to click Save.
Standardize your documents
When working with customers, there are often documents that you create and send out repeatedly. Usually they contain the same basic elements, but different content. By creating your own templates, you can be certain that the documents your employees create all look the same.
You can add any type of document template to SuperOffice CRM, whether it is a contract, a quotation, a project description, or your own version of the Privacy confirmation email.
Creating templates for frequently used documents and making them available for everyone will save your CRM users' time and ensure the unified look across your organization.
In SuperOffice CRM, you can easily create document templates for Word, Email, Excel, PowerPoint and other file types.
The More tab
The More tab displays custom fields for the document.