Documents

This module allows you to keep track of documents according to different categories (offers, contracts, orders, warranties, etc.). You can connect a document to a customer, person, business case, equipment or service request.

Documents are saved according to versions, in any file type and you can add related external files to them - e.g. text, tables, images or drawings. 

The main advantage of the module is immediate access to all documents during communication with the customer, documents approval etc. Other benefits include using links to files or folders and documents creation from templates.