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When working with files, you might need to collaborate on it or share a form to fill out. You can easily share files and folders with an individual user or a user group and set access permissions depending on the tasks each co-editor should accomplish.
If you want to create a complex folder structure with several nesting levels and set different group permissions, it might be useful to know how the permission priority order is implemented in the Documents module.
Using the 'Documents' module and the 'Documents' section of the 'Projects' module, you might have already noticed that there is a number next to the file title that shows the number of file versions. Want to learn more about file versions and revisions? Read this tip!
A context menu represents a menu that appears upon a right mouse click and offers a limited set of choices, i.e. actions related to the selected item within the 'Documents' module. Read this tip to find out what operations you can perform using context menus.
Many of us continue to use spreadsheets for customer databases. It might be enough if you have five or ten customers, but to make your business grow an effective tool, like CRM, for tracking your customers is essential. This step by step guide will show you how to save an existing spreadsheet as a CSV file for importing contacts to CRM.
Send documents, spreadsheets and presentations for electronic signature right from your portal and receive signed documents as PDF files stored in the specified folder of the Documents module.
On 27th June 2013 Documents got a new uniform format - Open Office XML - instead of the internal format (.doct, .xlst, .pptt). The main problems that user can face thereupon are described here.