How is the document managed?

Documents are important intellectual assets of enterprises, which refer to various forms of original records with preservation value, such as business contracts, meeting minutes, product manuals, design documents, project documents, etc. These documents may be of a process nature, or they may be officially released by the company.

Documents can be roughly divided into paper documents and electronic documents. When there is no information management, most enterprises use paper documents. Because paper documents are difficult and inconvenient to save, they need to be manually classified and stored, which is more troublesome to find. At the same time, paper documents are very restrictive, and it is difficult to enjoy them immediately due to geographical and spatial barriers. Therefore, with the progress of information technology, many enterprises gradually adopt electronic documents to replace paper documents. Compared with paper documents, electronic documents are easy to operate, can be automatically classified and combined, are easy to manage, and are not limited by geographical space.

As one of the main means of enterprise information management, CRM customer management system can not only help enterprises to manage customers, but also greatly optimize internal management processes, reduce management costs and improve enterprise efficiency.

Next, the customer management system will show you how the CRM system manages documents.

First of all, we can create new folders through the document module of Rushcrm customer management system, which is convenient for us to classify and manage documents, and then it will be very convenient to find them.

After creating the folder, we can create the document. When creating, you can set the folder to which the document belongs, upload attachments, and set the download type: external file or internal file.

The created document will show the download time of the attachment. When someone downloads an attachment, the CRM system will automatically accumulate the download times. Some documents can only be viewed, not downloaded. In this case, we can uncheck the box in the document enabling option, so we can't download the attachment of the document.

In addition, we can also use the view function of CRM system to create multiple document views, which is convenient for us to search and find documents and to manage documents more carefully.

High customization has always been a major feature of Rushcm. Enterprises can customize the required functional modules according to actual needs, establish their own customer management and internal management processes, improve the overall efficiency of enterprises, and thus improve the performance of enterprises.