Exporting Documents

Learn how to save documents to local drives.

To save a standard document stored in the Aurea.CRM database on your hard disk:

1. Switch to the desired document record.
2. Select Export from the context menu.
3. Select the file name and path.
4. Confirm with Save.

To save an OLE document on your hard disk:

1. Switch to the desired document record.
2. Select Open document from the context menu. The document is opened in the associated application.
3. Select File > Save as in the application.
4. Select the file name and path.
5. Click on Save.

In both cases a copy of the file is saved. This copy is no longer linked to the document in the Aurea.CRM database. Any changes made to this document is not updated in the database.