{"id":519,"date":"2012-01-30T18:56:16","date_gmt":"2012-01-30T18:56:16","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=519"},"modified":"2012-01-30T18:56:16","modified_gmt":"2012-01-30T18:56:16","slug":"document-upload-link-from-other-entity-lists","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/01\/30\/document-upload-link-from-other-entity-lists\/","title":{"rendered":"Document upload link from other entity lists"},"content":{"rendered":"

Sage CRM provides document upload functionality against almost all the entities in CRM. We can use the same to upload Draft and Finalized versions of relevant documents. Recently we came across the requirement where we were supposed to show the upload link as the separate hyperlink column in custom entity list screen.
\nThe requirement was to load list of services provided to customer and a hyperlink to upload the Agreement document against that particular service. If document is already uploaded, this link will display the document name.
\n\"\"<\/a>
\nClicking on the document hyperlink shows below screen to upload the document.
\n\"\"<\/a>
\nUploaded document is visible under the list against the service as shown below.
\n\"\"<\/a>
\nAny entity list having documents against it can be modified to achieve above mentioned functionality. For more information on the component and customization feel free to drop us an email at crm@greytrix.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM provides document upload functionality against almost all the entities in CRM. We can use the same to upload Draft and Finalized versions of relevant documents. Recently we came across the requirement where we were supposed to show the upload link as the separate hyperlink column in custom entity list screen. The requirement was\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[122,332],"tags":[],"class_list":["post-519","post","type-post","status-publish","format-standard","hentry","category-document-sage-crm","category-sage-crm"],"yoast_head":"\nDocument upload link from other entity lists - 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\/2012\/01\/30\/document-upload-link-from-other-entity-lists\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document upload link from other entity lists - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides document upload functionality against almost all the entities in CRM. 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