{"id":6315,"date":"2013-12-31T13:01:49","date_gmt":"2013-12-31T13:01:49","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=6315"},"modified":"2013-12-31T13:01:49","modified_gmt":"2013-12-31T13:01:49","slug":"download-documents-from-self-service-site","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/12\/31\/download-documents-from-self-service-site\/","title":{"rendered":"Download Documents from Self-service site"},"content":{"rendered":"

Sage CRM user can attach and view documents from documents tab as shown below.
\n\"UpdatedScreen1\"<\/a>
\nDocuments tab is available in for Company, Person, Cases, Opportunities and Communications entities. In terms of Self-services, Self-service site is designed to have Customer cases. Recently one of our customers came up with a requirement to allow Self-service user to view and download documents attached to him in Sage CRM.
\nRelated Post:<\/span>\u00a0<\/i><\/strong>Export to Excel and Export to PDF functionality on Sage CRM Self Service lists<\/a>
\nEarlier we have designed similar component that allows Self-service users to view and download the documents against Communication<\/a> and Cases entity in Sage CRM Self-service site.
\nRead our other Self-service offerings at the end of this post.<\/i><\/span>
\nTo meet requirement, we have designed a similar Documents tab as that of Sage CRM which will list all documents that are available for that particular customer in Sage CRM.
\n\"Documents1\"<\/a>
\nIf you have a close look you will understand that there is a hyperlink on the data which is in the File column.
\nClicking on hyperlink will open a dialog box to either Open\/Save file on the user\u2019s local machine.
\n\"Documents2\"<\/a>
\nAlso no need to mention that, this functionality is Cross browser compatible.
\nWe are sure you all will be pretty much excited to have the same feature available in your Sage CRM Self-service site. If you find this content useful, please drop us an email at crm@greytrix.com<\/a>
\nOur Other Self-service offerings:
\n<\/b><\/a>1)\u00a0<\/b>Communication Attachments in Self Service
\n<\/a>2)\u00a0<\/b>Standard blocks with predefined width in CRM and Self-service
\n<\/a>3)\u00a0Self Service List Design
\n<\/a>4)\u00a0Password Security for Sage CRM Self Service Portal
\n<\/a>5)\u00a0Want to increase Self-Service Password field size?
\n<\/a>6)\u00a0Change the default page that appears after successful login to Self Service Support Site<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM user can attach and view documents from documents tab as shown below. Documents tab is available in for Company, Person, Cases, Opportunities and Communications entities. In terms of Self-services, Self-service site is designed to have Customer cases. Recently one of our customers came up with a requirement to allow Self-service user to view\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":[31,122,126,332,358],"tags":[583,993,1010,2010,2031,2033,2261],"class_list":["post-6315","post","type-post","status-publish","format-standard","hentry","category-attachments","category-document-sage-crm","category-download","category-sage-crm","category-self-service-sage-crm","tag-attachments","tag-document","tag-download","tag-sage-crm","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-self-service"],"yoast_head":"\nDownload Documents from Self-service site - 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\/2013\/12\/31\/download-documents-from-self-service-site\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Download Documents from Self-service site - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM user can attach and view documents from documents tab as shown below. Documents tab is available in for Company, Person, Cases, Opportunities and Communications entities. In terms of Self-services, Self-service site is designed to have Customer cases. 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