Documents

The Documents module is a useful way to manage documents that are related to Accounts, Contacts, Opportunities, etc.

The Documents module is also used to store Microsoft Word documents that are used as part of the Mail-Merge process.  Mail-Merge is a Professional and Enterprise edition feature.

There are a number of required fields for a Document including the Document Name, the file being uploaded, the Revision, the Status and the Publish Date.

Field Description
Name The name of the document.
Filename
Version
Template Type The template type.
(i.e. Mail Merge, EULA, NDA)
Is Template A flag indicating if this document can be used as a template.
Category Value The category is metadata that helps you organize and group documents.
(i.e. Marketing, Knowledge Base, Sales)
Subcategory Value The sub-category is metadata that helps you organize and group documents.
(i.e. Marketing collateral, Product brochures, Faq)
Status The status is metadata that helps you organize and group documents.
(i.e. Active, Draft, Faq, Expired)
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Active Date The active date.
Exp Date The expiration date.
Description A description of the record.
Primary Module The primary module is used when selecting documents for mail-merge.