The Documents module can be used as a repository for Customer issued or internal files. This content can be uploaded, revised and viewed in addition to relating to individual records within SuiteCRM.

Documents Actions

You can access the Documents actions from the Documents module menu drop down or via the Sidebar. The Documents actions are as follows:

  • Create Document – A new form is opened in Edit View to allow you to create a new Document record.

  • View Documents – Redirects you to the List View for the Documents module. This allows you to search and list Document records.

To view the full list of fields available when creating a Document, See Documents Field List.

Managing Documents

  • To sort records on the Documents List View, click any column title which is sortable. This will sort the column either ascending or descending.

  • To search for a Document, see the Search section of this user guide.

  • To update some or all the Documents on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.

  • To duplicate a Document, you can click the Duplicate button on the Detail View and then save the duplicate record.

  • To delete one or multiple Documents, you can select multiple records from the List View and click delete. You can also delete a Document from the Detail View by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.

  • To view the details of a Document, click the Document Name in the List View. This will open the record in Detail View.

  • To view an attachment, click the attachment link on the List View or Detail View of the Document. To update a document, you can create a Document Revision.

  • To edit the Document details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.

  • For a detailed guide on importing and exporting Documents, see the Importing Records and Exporting Records sections of this user guide.

  • To track all changes to audited fields, in the Document record, you can click the View Change Log button on the Document’s Detail View or Edit View.

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