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Document

With the document module, all documents that can be used in FowCRM can be collected in a pool. Here, all documents that want to be transferred to the system, such as agreements and proposal samples, can be uploaded here.

Listing Attached Documents​

To list uploaded documents:

Main Menu > Document

New Document Upload​

A new document can be added by going to the "Document" menu from the main menu and clicking the "Upload" button.

Main Menu > Document > Upload

Document Detail Page​

All information related to the document is available on the document detail page.

Main Menu > Document > Document Title > Document Detail

Fields in Document Details:

When the document title from the detail screen on the right side of the screen is clicked:

  • Created: Contains the date and time the document was uploaded to the system.
  • Modified: Contains the date and time information of the last edit made on the document.
  • Size: Contains the size information of the uploaded document.
  • Creator: Contains the name-surname information of the person who created the document.

Authorizations of Document Owner​

The user who created the document is called "Document Owner" and has the following privileges on the Document:

  • Viewing

  • Arrangement

  • Deletion

  • Sharing

  • Authorization

*Note: Users in the same team can view, modify and delete documents created by different people within the team.*

Authorizing Users in Different Teams on the Document​

🔒 The user must be "Document Owner" for this operation.

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Authorizing the relevant document from the document detail page:

Main Menu > Document > Document Title > Document Detail > Three Dots > Authorize

The Document Owner can authorize users in different teams to:

  • V Viewing

  • Deletion

  • Arrangement

Deleting Document​

🔒 The user must be in the same team as "Document Owner" or "Document Owner" for this operation.

Deleting the relevant Document from the document detail page:

Main Menu > Document > Document Title > Document Detail > Three Dots > Delete

Sharing Document​

🔒 The user must be in the same team as "Document Owner" or "Document Owner" for this operation.

Sharing the relevant Document from the document detail page:

Main Menu > Document > Document Title > Document Detail > Three Dots > Share

Download Document​

Downloading the relevant Document from the document detail page:

Main Menu > Document > Document Title > Document Detail > Download

Document Preview​

Preview the relevant Document from the document detail page:

Main Menu > Document > Document Title > Document Detail > Preview