AbleBridge Document Management is a Microsoft Dynamics CRM enhancement that provides you with a more familiar way of managing document files and folders within Microsoft Dynamics CRM.
Similar to Windows Explorer, Document Manager provides an intuitive, graphical tree-view of Folders and Sub Folders so you can create and manage document libraries the way you are accustomed to.
Through an administrative interface, designated users have the ability to create pre-defined folder templates for any entity in CRM; maintaining consistency over the storage and organization of document folders and files for each type of record.
Whether you want to manage document files at the record level or create central libraries for the organization, Document Manager provides you with an easy way to manage document files within Microsoft Dynamics CRM.
- Extends the “out of the box” functionality available in Microsoft Dynamics CRM
- Organize document files in a logical folder structure
- Familiar Windows Explorer interface with no learning curve
- Stores document files in the database and takes advantage of integrated security and search capabilities of Microsoft Dynamics CRM
- Folder Templates allow for the auto-creation of pre-defined folder structures for each record of any given Entity
- Upload multiple documents at once
Document Management in CRM
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