We have some new features that we hope will make your document workflows easier. These features do not require Live docs but are available straight out-of-the-box.
Need to rename a file before sending it to a customer? Now you can do it straight in CRM without needing to download and upload the file. If you wish to update the document description to the same, just tick the box.
Previously you needed to open the side panel to access a file. Now you can do it straight from the table view.
Click the file chip to go straight to the file and skip the document card.
If you haven’t already, add the column Document to the table view. Can’t find the column? Read the next paragraph.
If the column Document is not available, add it to your view using Select columns. If not available there, please contact your administrator.
If the column “Document” is not available in the “Select columns” dialog, your administrator needs to make it available. The administrator log into Lime CRM Admin and adds this in the section Views → Document → Table → + Columns → Document. Make sure the checkbox Show in default set of columns is ticked. **Suggested is to move the column to the top.
In Lime CRM Admin, your administrator can make this column available to your users.