Documents

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Version: 11.1
• 2 minutes to read
 • 2 minutes to read

From Mobile CRM, you have access to all documents and emails stored in the SuperOffice database.

Where to find documents

Documents are linked to a specific company, contact, sale, or project. In SuperOffice CRM, you find each document in the Activities section tab of the relevant entity, not in a central location.

Mobile CRM uses the same logic. In the app, the Documents section is available in the company, contact, sale, and project screens.

In document lists, you typically see the date, type, and title. The sort order is sent - descending.

Tip

You can perform actions without opening the document. Swipe left on a document or email, then tap to access the task menu.

Document header

  • Title
  • Linked contact or company (tap to open)
  • Date
  • Document type
  • Action bar: Share, Email, Details/Preview

Email header

  • Date and time sent
  • Sender (tap to open)
  • Recipients
  • Action bar: Reply, Reply all, Forward, Details/Preview

View document or email properties

  1. Open a company, contact, sale, or project.

  2. Scroll to the Documents section.

  3. Tap the document or email.

    Mobile CRM: document section showing document entries in a contact card -app-screen

    • If you don't see your document in the short-list, tap to expand and view the full list.
    • If a preview opens, tap Details button to switch view.

Mobile CRM: list of documents with swipe actions -app-screenMobile CRM: document details -app-screen

Preview document or email

  1. Tap a document or email as described above.

  2. If the details view is active, tap Preview button to switch view.

  3. The preview opens:

    • Emails: Open automatically on both iOS and Android.

    • Documents:

      • On iOS, open automatically in preview mode.
      • On Android, a message appears: Unable to show the content of this document. Tap the download button, then choose an app to open the file.

      Mobile CRM: Android error message when previewing a document -app-screen

Download document

From the document list, swipe left and tap Share to skip the preview step.

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