You are here: Home / Documentation / eWay-CRM® Web / Modules / Documents

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 is focusing on the basics of the Documents module in eWay-CRM Web. If you want more general information about this module, please go to the description of the module for eWay-CRM Outlook.

Documents List

Clicking the modules name in the top part of Way-CRM Web page, you get into the document list.

When you click the link, you will see the list of all items that your user has permissions 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 items creating and editing here: Create and Edit Items.

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

Field Description
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.
Name The name of the document.
Type The type of the document for better review of documents.
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, customize your dialog, use Form Designer in eWay-CRM Outlook. eWay-CRM Web will display a dialog similar as in Microsoft Outlook, but some differences can happen due to the position of field groups in eWay-CRM Outlook - eWay-CRM Web 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 Outlook but it is higher than the group on the left, it is displayed higher in eWay-CRM Web.

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
Save and Close icon Save all changes and close the dialog.
Save icon Save all changes.
Delete icon Delete the item if you have appropriate permissions.
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 them anywhere else.
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 modules items appears. Select the item you want and the relation to it is created.  For more information, go to Work With Relations.
Download Document You can download the file on your computer or any other storage device.

Document Workflow

The Documents module has workflow - you can set different statuses for document 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.