Documents

This module allows the administration of all documents stored in digital form in eWay-CRM. The main advantage is that these documents are accessible directly from the system interface and it is not necessary to search for them in other administrator applications.

This article focuses on the basics of the Documents module in eWay-CRM Online. If you want more general information about this module, please go to the description of the module for eWay-CRM Desktop.

Documents List

Clicking the three dots in the top part of the eWay-CRM Online page and select the module name to get into the documents list.

When you click the link, you will see the list of all items that your user has permission to.

You can search items in the list, filter them, customize the list, etc. For more information about list opinions, go to List of Items Introduction.

Item Preview

When you click an item, its preview panel shows on the right side of the web page where you can see the values of the items and also some relations. For more information about the preview, go to Item Preview.

Document Dialog

Find out basic information about item creation and editing here: Create and Edit Items.

If you want to open an item, just double-click it. You will see similar details:

Field	Description
Name	The field is mainly intended for the upload of the document from your harddrive. The name is automatically filled after upload.
Type	The type of the document for better review of documents.
Superior Item	A project, or deal the document is related to.
Customer	A company related to the document.
Contact Person	A contact related to the document.
Locked Fields	System details about the document - size, extension, time of the creation, and the last modification.
Note	The general text you can add to your document.

When you want to display other fields or customize your dialog, use Form Designer in eWay-CRM Desktop. eWay-CRM Online displays a dialog similar to Microsoft Desktop, but some differences can happen due to the position of field groups in eWay-CRM Desktop - eWay-CRM Online does not use only the horizontal position of the field group, but the vertical is also important, e.g. when the group is on the right in eWay-CRM Desktop but it is higher than the group on the left, it is displayed higher in eWay-CRM Online.

Item Header

The top part of the item detail allows you to do some basic operations with the item and informs you about the item:

Option	Description
Profile Picture	The picture you related with the item.
Basic Information	Right next to the profile picture, you have basic information about the item so you do not need to find it anywhere else.
Save and Close	Save all changes and close the dialog.
Save	Save all changes.
Delete	Delete the item if you have appropriate permissions.
Download Document	You can download the file on your computer or any other storage device.
Add New	Click the button and select the module on the list. A new item window pops up. Fill in values, save the item, and the relation to it is created. For more information, go to Work With Relations.
Link to Existing	Click the button and select the module on the list. The list of all available module items appears. Select the item you want and the relation to it is created.  For more information, go to Work With Relations.
Categories	Add a category to the item - see Create Categories.
Chat in Teams	Share the item using Microsoft Teams - see Send a Link to Open an Item Via Teams.
Share	Use it to share the item as a link or as a message sent by email.

Document Workflow

The Documents module has workflow - you can set different statuses for documents to describe their process; flows between statuses can also have some actions that are proceeded.

For more information about workflow, go to Work With Workflow.