{"id":82,"date":"2009-01-30T14:25:00","date_gmt":"2009-01-30T14:25:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=82"},"modified":"2009-01-30T14:25:00","modified_gmt":"2009-01-30T14:25:00","slug":"edit-documents-with-status-final","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/01\/30\/edit-documents-with-status-final\/","title":{"rendered":"Edit documents with status \u201cFinal\u201d"},"content":{"rendered":"<p>As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status \u201cDraft\u201d, but have you ever thought of editing the documents with status marked as \u201cFinal\u201d?<\/p>\n<p>In case of the \u201cDraft\u201d documents, CRM provides \u201cView Attachment\u201d and \u201cEdit Attachment\u201d buttons by default on edit screen; however in case of the \u201cFinal\u201d documents we can see only \u201cView Attachment\u201d button that means we can only view these documents and cannot edit them.<\/p>\n<p>Considering the feature of \u201cDraft\u201d documents provided by Sage CRM and some Out of Box thinking, we have designed a tool which makes it possible for \u201cFinal\u201d documents also behave in the similar way to that of the \u201cDraft\u201d documents. After installing this utility we can have \u201cEdit Attachment\u201d button for \u201cFinal\u201d documents as well using which we will be able to edit them (please refer the screenshot below).<\/p>\n<p><a href=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/SYMOW4QNk8I\/AAAAAAAAALc\/wZ3rwCA7XlU\/s1600-h\/GTCRM_Component.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" style=\"display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 168px;\" src=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/SYMOW4QNk8I\/AAAAAAAAALc\/wZ3rwCA7XlU\/s400\/GTCRM_Component.JPG\" border=\"0\" alt=\"\"id=\"BLOGGER_PHOTO_ID_5297093372938130370\" \/><\/a><\/p>\n<p>As far as the default functionality of \u201cDraft\u201d documents is concerned, the changes made to the document after editing are appended to an original document only, but using the tool that we have designed to edit the \u201cFinal\u201d documents, it is possible to save the document with the changes as new document through which we can maintain all subsequent revisions to the document.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status \u201cDraft\u201d, but have you ever thought of editing the documents with status marked as \u201cFinal\u201d? In case of the \u201cDraft\u201d documents, CRM provides \u201cView Attachment\u201d\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/01\/30\/edit-documents-with-status-final\/\">Read More &raquo;<\/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":[1],"tags":[993,1503],"class_list":["post-82","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-document","tag-library"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Edit documents with status \u201cFinal\u201d - 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\/2009\/01\/30\/edit-documents-with-status-final\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Edit documents with status \u201cFinal\u201d - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status \u201cDraft\u201d, but have you ever thought of editing the documents with status marked as \u201cFinal\u201d? 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