Documents

Learn to work with documents in Aurea CRM.

The default info area for uploading documents is the Documents info area (D1), i.e. record for newly uploaded documents are created in D1. The Customer Documents info area (D2) is only used for existing D2 records. No new D2 records can be created.

If uploaded from the Related Data area of a parent record (or from within a document field), the document is created in D1 and linked to its parent via D3.

For general information on documents in Aurea CRM, see Aurea CRM win User Manual.

For information on Document Management, see Aurea CRM.Web Business Logic User Guide.

The following topics provide information on working with documents in Aurea CRM.Web: