Document Management

Upload or create documents within OpenCRM and make these available to your customers on-line, as attachments to your emails or to other internal users as part of your office procedures. Attach any file type to records in OpenCRM using the document management features to build your archive of important files.

Create documents from pre defined templates either as HTML documents built within the browser or as an RTF template using Microsoft Word, OpenOffice or any other RTF compatible word processor.

Automatically save email attachments within the document management module, categorise the documents making it easier to locate them in the future, filter the attachments to be included/excluded to find what you are looking for easier.

Control the values available for searching for documents, filter on folder, document types, created or modified date and keywords/descriptions as well as any custom information that you have added and is important to your business.

Link documents to FAQ's to provide additional resources for your customers and display the documents on the web portal as public documents, private documents or attachments to FAQ's.