Document Records

Learn how to create delete, export and manage documents

Documents can be added in three info areas, see Creating a New Document:

  • The Document info area is used to store general documents that are not customer-specific (such as templates for offers).

You can classify your documents using the Document Class field. Use the drop-down list in the Document info area to determine the type of document you wish to display.

Note: For information on communicating general documents with Aurea.CRM, see Communicating Documents (D1) in the Aurea.CRM win Administrator Guide.
  • You can add customer-related documents from the Customer Document info area.

Select either Company-Related Info or Person-Related Info from the Data menu to determine whether documents are added for companies or persons.

Note: Aurea recommends adding customer-related documents to the Document info area, i.e. from the Document overview.
  • Add documents that can be linked to any number of other records from the Document overview level.

For example, you could associate the minutes of a meeting with an activity record and all persons that attended the meeting, or you could associate an offer document with several activities.

To display all the documents associated with a record, switch to the desired record and click on the button (Document overview). The Document overview info area is displayed.

To view the records with which a document is associated, switch to the document in the Document info area and select Document link from the context menu. The Document link info area is displayed.

Links can be added and deleted from both the Document link and Document overview info areas. A link added from one of the info areas is also displayed in the other.

All documents added to the database in this manner are stored in the Document info area.

Select Overview from the context menu in the Document overview to display those documents linked to another record using the Link field, but are linked to the current company/person (via the Company and Person fields) or marketing activity (via the Marketing Activity field).