{"id":25422,"date":"2021-03-30T10:09:36","date_gmt":"2021-03-30T10:09:36","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25422"},"modified":"2021-03-30T10:09:39","modified_gmt":"2021-03-30T10:09:39","slug":"attach-multiple-documents-in-sage-crm-against-any-entity","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/03\/30\/attach-multiple-documents-in-sage-crm-against-any-entity\/","title":{"rendered":"Attach Multiple Documents in Sage CRM against any entity"},"content":{"rendered":"\n<p>For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a>\u2019s 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.<\/p>\n\n\n\n<p><em><strong>New Stuff:<\/strong><\/em> <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/03\/23\/sage-crm-2021-r1-inline-customization-of-lists-and-grids\/\" target=\"_blank\">Sage CRM 2021 R1: Inline customization of Lists and Grids<\/a><\/p>\n\n\n\n<p>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 \u2013<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Defining Library management\/ Documents entity as Primary entity.<\/li><li>Enabling Security rights for Documents entity just like other Primary entities.<\/li><li>Restricting Documents in Shared Documents tab.<\/li><li>Defining the Security Territory for the uploaded documents.<\/li><li>Attaching Multiple Documents at single go.<\/li><\/ul>\n\n\n\n<p>We have explained about the above listed enhancements in our previous blogs. In this article, we will talk about the topic \u2018Attaching Multiple Documents at single go\u2019. Sage CRM has provided an easy interface to upload documents through two ways \u2013<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li><strong>Using the Add File button:<\/strong> 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.<\/li><li><strong>Document Drop Functionality:<\/strong> Here you have to select the file and Drag and Drop it to the \u201cDrop files here to attach them\u201d button. Once the file is uploaded, it will redirect you to write more information about Document being uploaded.<\/li><\/ol>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>As we all know, progress of any entity\u2019s record is tracked with the help of workflow\u2019s 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\u2019s 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.<\/p>\n\n\n\n<p>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 \u2013<\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/23\/attached-multiple-documents-in-the-communication\/\" target=\"_blank\">Attached Multiple Documents in the Communication<\/a><\/p>\n\n\n\n<p>But in the latest versions of Sage CRM, users have the inbuilt provision to upload multiple documents against any of the entity\u2019s record using Add File button as shown below \u2013<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/03\/Attaching-Multiple-Documents-using-Add-File-button-1024x454.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/03\/Attaching-Multiple-Documents-using-Add-File-button-1024x454.jpg\" \nalt=\"Attaching Multiple Documents using Add File button\"><\/a>\n\n<font size=\"2\"><center><i>Attaching Multiple Documents using Add File button<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>Similarly, you can also drag and drop multiple files at a single attempt as shown below \u2013<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/03\/Attaching-Multiple-Documents-using-Drag-and-Drop-feature-1024x455.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/03\/Attaching-Multiple-Documents-using-Drag-and-Drop-feature-1024x455.jpg\" \nalt=\"Attaching Multiple Documents using Drag and Drop feature\"><\/a>\n\n<font size=\"2\"><center><i>Attaching Multiple Documents using Drag and Drop feature<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>In this way, Sage CRM\u2019s 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.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. Sage CRM\u2019s 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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/03\/30\/attach-multiple-documents-in-sage-crm-against-any-entity\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,30,31,122,123,134,136,137,152,153,213,281,332,333,334,335,3985,3986,364],"tags":[4371,4367,4366,4370,4352,997,4369,1503,1504,3915,4351,4372],"class_list":["post-25422","post","type-post","status-publish","format-standard","hentry","category-administrator","category-attachment","category-attachments","category-document-sage-crm","category-document-drop-sage-crm","category-enable","category-enhancements","category-entity","category-feature","category-features","category-library-sage-crm","category-pdf","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-shared-documents","tag-add-file-button","tag-attach-multiple-documents","tag-attach-multiple-documents-in-sage-crm-against-any-entity","tag-attaching-multiple-documents-at-single-go","tag-document-drop-functionality","tag-documents","tag-documents-entity","tag-library","tag-library-document","tag-library-entity","tag-library-management","tag-multiple-documents"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Attach Multiple Documents in Sage CRM against any entity - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/03\/30\/attach-multiple-documents-in-sage-crm-against-any-entity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Attach Multiple Documents in Sage CRM against any entity - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"For every Business sector, apart from managing and maintaining Customer demographics and other service information; Library management also plays a vital role. 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