Attach Multiple Documents in Sage CRM against any entity

By | March 30, 2021

For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM’s inbuilt Library management feature has helped the organization to maintain the documents related to any of the entities such as Customer, Opportunity, Cases etc. The ability of storing Documents from and within the application has made the documentation work quite easy and flexible for the organizations reliable on Sage CRM. The documents tab of Sage CRM works as an interface to all the documents and templates stored in Sage CRM Library.

New Stuff: Sage CRM 2021 R1: Inline customization of Lists and Grids

With the growing years of technology, Sage CRM has evolved many of its features rapidly. Some of the enhancements related to Library management are listed below –

  • Defining Library management/ Documents entity as Primary entity.
  • Enabling Security rights for Documents entity just like other Primary entities.
  • Restricting Documents in Shared Documents tab.
  • Defining the Security Territory for the uploaded documents.
  • Attaching Multiple Documents at single go.

We have explained about the above listed enhancements in our previous blogs. In this article, we will talk about the topic ‘Attaching Multiple Documents at single go’. Sage CRM has provided an easy interface to upload documents through two ways –

  1. Using the Add File button: If you click on this button, the Document upload screen will open, where you will select the file to be uploaded. Once the file is uploaded, it will redirect you to write more information about Document being uploaded. For e.g. Document Description, Type etc.
  2. Document Drop Functionality: Here you have to select the file and Drag and Drop it to the “Drop files here to attach them” button. Once the file is uploaded, it will redirect you to write more information about Document being uploaded.

In previous versions of CRM, Users could attach only a single document at a time. It used to become bit time consuming at times when user had to upload multiple documents in order to progress further. Thus, here CRM users had to select the document, add the relevant information regarding the document, set the type of document then save and proceed towards next document upload.

As we all know, progress of any entity’s record is tracked with the help of workflow’s in CRM. Thus, if there would been any condition/business requirement wherein the entity record could be progressed further only after a certain set of documents are made available against the record; users were able to upload only a single document through workflow’s progress screen and for rest of the documents they had to navigate to the documents tab first, upload the documents and then progress the rule.

In order to overcome this, we had explained the provision of attaching multiple documents from and within the Communication record. Below is the blog link for your reference –

Attached Multiple Documents in the Communication

But in the latest versions of Sage CRM, users have the inbuilt provision to upload multiple documents against any of the entity’s record using Add File button as shown below –

Attaching Multiple Documents using Add File button
Attaching Multiple Documents using Add File button

Similarly, you can also drag and drop multiple files at a single attempt as shown below –

Attaching Multiple Documents using Drag and Drop feature
Attaching Multiple Documents using Drag and Drop feature

In this way, Sage CRM’s Library Management or say Attach Documents functionality helps in attaching multiple files in a single go for both Primary as well as Secondary entities. You can enable and utilize Documents functionality for Custom entities as well that will help of manage and maintain the documentation work with an ease.

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