We have some big news to present to you as we now have released a brand new way of working with documents in Lime CRM. We call it Live Docs!
Live Docs is a must-have for anyone who works with documents in Lime CRM. It gives the user the possibility to much smoother, faster and intuitive work flows for all things related to files in general and MS Office documents in particular.
Some of the included features for a smoother, and more efficient work day includes:
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Click the file in CRM and you're straight away taken to Word, Excel or Powerpoint online. Make your edits and you're done. You don't even need to press "Save".
At the click of a button, the quote is ready to be sent as a PDF. With eSign, maybe?
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No need to download unless you want to. Practically all kinds of files can be viewed straight in the web browser. You can even read emails (.msg and .eml) on iOS even though iOS does not have built-in support for viewing email files🤯
Just hit "Share" when viewing the file and send the link to anyone at the company. Collaboration shouldn't stop where CRM ends.
No more "file is locked by Art Vandelay". Quite the opposite. See your colleagues type as you work in the document at the same time.
You now automatically keep track of all versions of the document and can see who edited what and when.
Has someone in your team deleted everything in the file? Of course you can find out who did it and play the blame game but most importantly, it's super-easy to rewind the file to a previous point in time.
On your phone or tablet, documents will open on your Microsoft Office app if installed. In there you can make files available offline, share, collaborate and much, much more.