Documents - Revision history

Dina: /* See Also */

2022-07-21T11:59:40Z

Dina at 08:08, 8 July 2020

2020-07-08T08:08:03Z

Robert at 09:04, 21 August 2014

2014-08-21T09:04:55Z

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 *Save the template.
 *Create a new document in CommitCRM and select '''Based on CommitCRM Template''' in the Create From field. Then select your template file. The word document should open and the data from CommitCRM should be merged within the document.
 ==See Also==

Robert at 08:45, 29 August 2013

2013-08-29T08:45:40Z

← Older revision		Revision as of 08:45, 29 August 2013
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	== Managing Outlook Emails within CommitCRM ==		== Managing Outlook Emails within CommitCRM ==
	Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in CommitCRM and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into CommitCRM. To open and view any emails, simply double-click the document within CommitCRM. The email message will be displayed in Outlook® together with any attached files.		Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in CommitCRM and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into CommitCRM. To open and view any emails, simply double-click the document within CommitCRM. The email message will be displayed in Outlook® together with any attached files.
	Note that when using Outlook to send email via the ~~Commit~~ Email icon (i.e. from the Ticket window or from the Account window), this email will automatically filed as a CommitCRM Document under the relevant Account/Ticket.		Note that when using Outlook to send email via the CommitCRM Email icon (i.e. from the Ticket window or from the Account window), this email will automatically be filed as a CommitCRM Document under the relevant Account/Ticket.
	<br><br>		<br><br>
	CommitCRM also offers advanced email correspondence tracking when using [[Email Connector\|Commit Email Connector]]. For more details see [[Ticket_Management#Email_Distribution_via_Commit_Email_Connector\|Email Distribution via Commit Email Connector]].		CommitCRM also offers advanced email correspondence tracking when using [[Email Connector\|Commit Email Connector]]. For more details see [[Ticket_Management#Email_Distribution_via_Commit_Email_Connector\|Email Distribution via Commit Email Connector]].
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	To create a Word Merge template, you need to use Word's merge documents feature. You can manage Word templates in CommitCRM from '''Settings > Documents > Template Management'''.		To create a Word Merge template, you need to use Word's merge documents feature. You can manage Word templates in CommitCRM from '''Settings > Documents > Template Management'''.

	To use ~~Commit~~ Templates, in the New Document window select '''Create Based on a ~~Commit~~ Template''' then select one of your predefined templates. CommitCRM data fields will automatically be populated in the new Word document based on the most updated information in CommitCRM.		To use CommitCRM Templates, in the New Document window select '''Create Based on a CommitCRM Template''' then select one of your predefined templates. CommitCRM data fields will automatically be populated in the new Word document based on the most updated information in CommitCRM.

	===Creating new Word Merge Templates in CommitCRM===		===Creating new Word Merge Templates in CommitCRM===
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	*Edit the template. You may add your own text and CommitCRM database fields from the '''Insert Merge Fields''' option (it usually appears as a button on the Word's Mail Merge toolbar).		*Edit the template. You may add your own text and CommitCRM database fields from the '''Insert Merge Fields''' option (it usually appears as a button on the Word's Mail Merge toolbar).
	*Save the template.		*Save the template.
	*Create a new document in CommitCRM and select '''Based on ~~Commit~~ Template''' in the Create From field. Then select your template file. The word document should open and the data from CommitCRM should be merged within the document.		*Create a new document in CommitCRM and select '''Based on CommitCRM Template''' in the Create From field. Then select your template file. The word document should open and the data from CommitCRM should be merged within the document.

	==See Also==		==See Also==

Sheli: /* Managing Outlook Emails within CommitCRM */

2010-05-20T18:12:37Z

Managing Outlook Emails within CommitCRM

← Older revision		Revision as of 18:12, 20 May 2010
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	Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in CommitCRM and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into CommitCRM. To open and view any emails, simply double-click the document within CommitCRM. The email message will be displayed in Outlook® together with any attached files.		Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in CommitCRM and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into CommitCRM. To open and view any emails, simply double-click the document within CommitCRM. The email message will be displayed in Outlook® together with any attached files.
	Note that when using Outlook to send email via the Commit Email icon (i.e. from the Ticket window or from the Account window), this email will automatically filed as a CommitCRM Document under the relevant Account/Ticket.		Note that when using Outlook to send email via the Commit Email icon (i.e. from the Ticket window or from the Account window), this email will automatically filed as a CommitCRM Document under the relevant Account/Ticket.
	<br>		<br><br>
	CommitCRM also offers advanced email correspondence tracking when using [[Email Connector\|Commit Email Connector]]. For more details see [[Ticket_Management#Email_Distribution_via_Commit_Email_Connector\|Email Distribution via Commit Email Connector]].		CommitCRM also offers advanced email correspondence tracking when using [[Email Connector\|Commit Email Connector]]. For more details see [[Ticket_Management#Email_Distribution_via_Commit_Email_Connector\|Email Distribution via Commit Email Connector]].

Sheli: /* Managing Outlook Emails within CommitCRM */

2010-05-20T18:12:23Z

Managing Outlook Emails within CommitCRM

← Older revision		Revision as of 18:12, 20 May 2010
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	Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in CommitCRM and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into CommitCRM. To open and view any emails, simply double-click the document within CommitCRM. The email message will be displayed in Outlook® together with any attached files.		Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in CommitCRM and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into CommitCRM. To open and view any emails, simply double-click the document within CommitCRM. The email message will be displayed in Outlook® together with any attached files.
	Note that when using Outlook to send email via the Commit Email icon (i.e. from the Ticket window or from the Account window), this email will automatically filed as a CommitCRM Document under the relevant Account/Ticket.		Note that when using Outlook to send email via the Commit Email icon (i.e. from the Ticket window or from the Account window), this email will automatically filed as a CommitCRM Document under the relevant Account/Ticket.
			<br>
			CommitCRM also offers advanced email correspondence tracking when using [[Email Connector\|Commit Email Connector]]. For more details see [[Ticket_Management#Email_Distribution_via_Commit_Email_Connector\|Email Distribution via Commit Email Connector]].

	== Using Word Merge Templates ==		== Using Word Merge Templates ==

Sheli at 16:20, 23 November 2009

2009-11-23T16:20:32Z

← Older revision		Revision as of 16:20, 23 November 2009
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	{{usermanualsnav}}		{{usermanualsnav}}

	You can manage all of your [[Documents]] from within CommitCRM, either by saving them as local copies in the CommitCRM Account Documents Folder, or by linking to external files on your local disk or network. By allowing CommitCRM to manage your documents, you can easily access relevant documents without searching for them on your server. In addition, you can file them within related CommitCRM sections such as [[~~Customers~~]], [[Tickets]], [[~~Asset Management\|~~Assets]], etc. Each Document record within CommitCRM contains details about the document, its category, links to related objects such as Accounts and Tickets, etc.		You can manage all of your [[Documents]] from within CommitCRM, either by saving them as local copies in the CommitCRM Account Documents Folder, or by linking to external files on your local disk or network. By allowing CommitCRM to manage your documents, you can easily access relevant documents without searching for them on your server. In addition, you can file them within related CommitCRM sections such as [[Accounts]], [[Tickets]], [[Assets]], etc. Each Document record within CommitCRM contains details about the document, its category, links to related objects such as Accounts and Tickets, etc.

	CommitCRM can manage any of the following document types: Word®, Excel®, PDF, email, scanned documents, images, videos and basically any other format.		CommitCRM can manage any of the following document types: Word®, Excel®, PDF, email, scanned documents, images, videos and basically any other format.

Reno: /* Importing Existing Documents */

2009-11-02T20:16:42Z

Importing Existing Documents

← Older revision		Revision as of 20:16, 2 November 2009
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	'''Important Note''': When importing multiple documents (or folders), CommitCRM '''stores links to the original files rather than copying the files to the Account documents folder in CommitCRM'''. If you want the files to be copied to the CommitCRM documents folder, copy the folder with all the files in the CommitCRM folder, and then import them into CommitCRM.		'''Important Note''': When importing multiple documents (or folders), CommitCRM '''stores links to the original files rather than copying the files to the Account documents folder in CommitCRM'''. If you want the files to be copied to the CommitCRM documents folder, copy the folder with all the files in the CommitCRM folder, and then import them into CommitCRM.
			<br><br>
	~~Linked~~ files ~~can only be used~~ from different computers if '''~~Windows Security & File Sharing~~''' ~~permissions have been set~~ for ~~each user~~ that ~~needs~~ to access them.		Files linked into CommitCRM rather than copied will remain in the jurisdiction of the '''Windows File Security''' system. In order to view these linked files from different computers, the security settings & sharing settings for that folder '''must include permissions''' for the rest of your domain users on other computers that need to access them.
	<br><br>		<br><br>
	'''More information on setting user permissions for linked files can be [[KB:_Password_Protecting_Your_Confedential_Information\|found here]]'''.		'''More information on setting user permissions for linked files can be [[KB:_Password_Protecting_Your_Confedential_Information\|found here]]'''.

Reno: /* Importing Existing Documents */

2009-11-02T20:07:25Z

Importing Existing Documents

← Older revision		Revision as of 20:07, 2 November 2009
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	Linked files can only be used from different computers if '''Windows Security & File Sharing''' permissions have been set for each user that needs to access them.		Linked files can only be used from different computers if '''Windows Security & File Sharing''' permissions have been set for each user that needs to access them.
	<br>		<br><br>
	More information on setting user permissions for linked files can be [[KB:_Password_Protecting_Your_Confedential_Information\|found here]].		'''More information on setting user permissions for linked files can be [[KB:_Password_Protecting_Your_Confedential_Information\|found here]]'''.

	== Managing Outlook Emails within CommitCRM ==		== Managing Outlook Emails within CommitCRM ==

Reno: /* Importing Existing Documents */

2009-11-02T20:06:57Z

Importing Existing Documents

← Older revision		Revision as of 20:06, 2 November 2009
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	Linked files can only be used from different computers if '''Windows Security & File Sharing''' permissions have been set for each user that needs to access them.		Linked files can only be used from different computers if '''Windows Security & File Sharing''' permissions have been set for each user that needs to access them.
			<br>
			More information on setting user permissions for linked files can be [[KB:_Password_Protecting_Your_Confedential_Information\|found here]].

	== Managing Outlook Emails within CommitCRM ==		== Managing Outlook Emails within CommitCRM ==

← Older revision		Revision as of 11:59, 21 July 2022
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	*[[Knowledge Base]]		*[[Knowledge Base]]
	*[[Documents FAQ]]		*[[Documents FAQ]]
			*[[Photo Albums]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Office Management]]		[[Category:Office Management]]
	[[Category:Import and Export]]		[[Category:Import and Export]]

← Older revision		Revision as of 08:08, 8 July 2020
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	{{usermanualsnav}}		{{usermanualsnav}}

	You can manage all of your [[Documents]] from within ~~CommitCRM~~, either by saving them as local copies in the ~~CommitCRM~~ Account Documents Folder, or by linking to external files on your local disk or network. By allowing ~~CommitCRM~~ to manage your documents, you can easily access relevant documents without searching for them on your server. In addition, you can file them within related ~~CommitCRM~~ sections such as [[Accounts]], [[Tickets]], [[Assets]], etc. Each Document record within ~~CommitCRM~~ contains details about the document, its category, links to related objects such as Accounts and Tickets, etc.		You can manage all of your [[Documents]] from within RangerMSP, either by saving them as local copies in the RangerMSP Account Documents Folder, or by linking to external files on your local disk or network. By allowing RangerMSP to manage your documents, you can easily access relevant documents without searching for them on your server. In addition, you can file them within related RangerMSP sections such as [[Accounts]], [[Tickets]], [[Assets]], etc. Each Document record within RangerMSP contains details about the document, its category, links to related objects such as Accounts and Tickets, etc.

	~~CommitCRM~~ can manage any of the following document types: Word®, Excel®, PDF, email, scanned documents, images, videos and basically any other format.		RangerMSP can manage any of the following document types: Word®, Excel®, PDF, email, scanned documents, images, videos and basically any other format.
	You can view Documents in ~~CommitCRM~~ in the documents window, which you can access by clicking the documents icon on the left pane, or from Accounts, Tickets, etc. in the related Docs tab.		You can view Documents in RangerMSP in the documents window, which you can access by clicking the documents icon on the left pane, or from Accounts, Tickets, etc. in the related Docs tab.

	In addition to filing documents under ~~CommitCRM~~ sections, you can also organize your documents according to category. By using categories you can easily group your documents and find them later.		In addition to filing documents under RangerMSP sections, you can also organize your documents according to category. By using categories you can easily group your documents and find them later.

	You can add, remove and change categories in the Category Tree which is at '''Settings > Documents > Category Tree.'''		You can add, remove and change categories in the Category Tree which is at '''Settings > Documents > Category Tree.'''
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	== Setting the Default Document folder ==		== Setting the Default Document folder ==
	All documents copied into ~~CommitCRM~~ are stored in the Default Document Folder, in the related Account sub-folder. The default folder is set up during the initial ~~CommitCRM~~ installation. You can change your default folder in '''Tools > Options > Documents tab > Default Document Folder'''.		All documents copied into RangerMSP are stored in the Default Document Folder, in the related Account sub-folder. The default folder is set up during the initial RangerMSP installation. You can change your default folder in '''Tools > Options > Documents tab > Default Document Folder'''.

	When adding a document to any [[Accounts\|Account]] for the first time, you will be prompted to set the document folder for that Account. The system will suggest creating a folder under the Default Documents Folder, or set the Account's folder to be anywhere on your network. Setting the default folder for the Account can be done via the Account's Details tab.		When adding a document to any [[Accounts\|Account]] for the first time, you will be prompted to set the document folder for that Account. The system will suggest creating a folder under the Default Documents Folder, or set the Account's folder to be anywhere on your network. Setting the default folder for the Account can be done via the Account's Details tab.

	To view a document stored in ~~CommitCRM~~, simply double-click it within ~~CommitCRM~~ and the file will open.		To view a document stored in RangerMSP, simply double-click it within RangerMSP and the file will open.

	== Document Download and Upload Settings ==		== Document Download and Upload Settings ==
	Using the [[Web Interface\|~~Commit~~ Web Interface]], employees can download and upload ~~CommitCRM~~ documents which are located on your server, directly from the browser. You can also set up the system to allow customers to download documents which are linked to their account, or which are linked to public [[Knowledge Base]] articles, via the Web Interface.		Using the [[Web Interface\|RangerMSP Web Interface]], employees can download and upload RangerMSP documents which are located on your server, directly from the browser. You can also set up the system to allow customers to download documents which are linked to their account, or which are linked to public [[Knowledge Base]] articles, via the Web Interface.

	In order to allow file downloads and uploads, you should first map the folder locations for the download, so that the Web Interface Service will be able to access them for download. You can also define folders which will deny download, in case you need to protect sensitive information from being accessed via the web interface.		In order to allow file downloads and uploads, you should first map the folder locations for the download, so that the Web Interface Service will be able to access them for download. You can also define folders which will deny download, in case you need to protect sensitive information from being accessed via the web interface.
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	== Importing Existing Documents ==		== Importing Existing Documents ==

	To add an existing document to an Account, open the relevant Account window and drag-and-drop the file into ~~CommitCRM~~. This will automatically link the relevant Account to the newly created document. All documents managed within ~~CommitCRM~~ can be opened by double-clicking on them in ~~CommitCRM~~.		To add an existing document to an Account, open the relevant Account window and drag-and-drop the file into RangerMSP. This will automatically link the relevant Account to the newly created document. All documents managed within RangerMSP can be opened by double-clicking on them in RangerMSP.

	In some cases, you may want to import a whole folder of documents and link it to a ~~CommitCRM~~ Account. You can import multiple documents into ~~CommitCRM~~ using one of the following Import '''Documents Folder''' options:		In some cases, you may want to import a whole folder of documents and link it to a RangerMSP Account. You can import multiple documents into RangerMSP using one of the following Import '''Documents Folder''' options:

	*In the main menu, go to '''Tools > Import > Import Documents Folder'''.		*In the main menu, go to '''Tools > Import > Import Documents Folder'''.
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	A window will open. Select the folder and files to be imported and confirm.		A window will open. Select the folder and files to be imported and confirm.

	'''Important Note''': When importing multiple documents (or folders), ~~CommitCRM~~ '''stores links to the original files rather than copying the files to the Account documents folder in ~~CommitCRM~~'''. If you want the files to be copied to the ~~CommitCRM~~ documents folder, copy the folder with all the files in the ~~CommitCRM~~ folder, and then import them into ~~CommitCRM~~.		'''Important Note''': When importing multiple documents (or folders), RangerMSP '''stores links to the original files rather than copying the files to the Account documents folder in RangerMSP'''. If you want the files to be copied to the RangerMSP documents folder, copy the folder with all the files in the RangerMSP folder, and then import them into RangerMSP.
	<br><br>		<br><br>
	Files linked into ~~CommitCRM~~ rather than copied will remain in the jurisdiction of the '''Windows File Security''' system. In order to view these linked files from different computers, the security settings & sharing settings for that folder '''must include permissions''' for the rest of your domain users on other computers that need to access them.		Files linked into RangerMSP rather than copied will remain in the jurisdiction of the '''Windows File Security''' system. In order to view these linked files from different computers, the security settings & sharing settings for that folder '''must include permissions''' for the rest of your domain users on other computers that need to access them.
	<br><br>		<br><br>
	'''More information on setting user permissions for linked files can be [[KB:_Password_Protecting_Your_Confedential_Information\|found here]]'''.		'''More information on setting user permissions for linked files can be [[KB:_Password_Protecting_Your_Confedential_Information\|found here]]'''.

	== Managing Outlook Emails within ~~CommitCRM~~ ==		== Managing Outlook Emails within RangerMSP ==
	Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in ~~CommitCRM~~ and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into ~~CommitCRM~~. To open and view any emails, simply double-click the document within ~~CommitCRM~~. The email message will be displayed in Outlook® together with any attached files.		Email plays an important role in tracking customer activity. You can file Outlook® and Outlook Express® emails in RangerMSP and link them to Accounts, Tickets etc. by dragging them from Outlook and dropping them into RangerMSP. To open and view any emails, simply double-click the document within RangerMSP. The email message will be displayed in Outlook® together with any attached files.
	Note that when using Outlook to send email via the ~~CommitCRM~~ Email icon (i.e. from the Ticket window or from the Account window), this email will automatically be filed as a ~~CommitCRM~~ Document under the relevant Account/Ticket.		Note that when using Outlook to send email via the RangerMSP Email icon (i.e. from the Ticket window or from the Account window), this email will automatically be filed as a RangerMSP Document under the relevant Account/Ticket.
	<br><br>		<br><br>
	~~CommitCRM~~ also offers advanced email correspondence tracking when using [[Email Connector\|~~Commit~~ Email Connector]]. For more details see [[Ticket_Management#~~Email_Distribution_via_Commit_Email_Connector~~\|Email Distribution via ~~Commit~~ Email Connector]].		RangerMSP also offers advanced email correspondence tracking when using [[Email Connector\|RangerMSP Email Connector]]. For more details see [[Ticket_Management#Email_Distribution_via_Email_Connector\|Email Distribution via RangerMSP Email Connector]].

	== Using Word Merge Templates ==		== Using Word Merge Templates ==
	You can merge ~~CommitCRM~~ Account data in Word Merge templates. This is useful for ensuring that all addressed envelopes and letters have the correct and most up-to-date contact information.		You can merge RangerMSP Account data in Word Merge templates. This is useful for ensuring that all addressed envelopes and letters have the correct and most up-to-date contact information.
	To create a Word Merge template, you need to use Word's merge documents feature. You can manage Word templates in ~~CommitCRM~~ from '''Settings > Documents > Template Management'''.		To create a Word Merge template, you need to use Word's merge documents feature. You can manage Word templates in RangerMSP from '''Settings > Documents > Template Management'''.

	To use ~~CommitCRM~~ Templates, in the New Document window select '''Create Based on a ~~CommitCRM~~ Template''' then select one of your predefined templates. ~~CommitCRM~~ data fields will automatically be populated in the new Word document based on the most updated information in ~~CommitCRM~~.		To use RangerMSP Templates, in the New Document window select '''Create Based on a RangerMSP Template''' then select one of your predefined templates. RangerMSP data fields will automatically be populated in the new Word document based on the most updated information in RangerMSP.

	===Creating new Word Merge Templates in ~~CommitCRM~~===		===Creating new Word Merge Templates in RangerMSP===
	To create new ~~CommitCRM~~ Word Templates:		To create new RangerMSP Word Templates:
	*Go to '''Settings > Documents > Template Manager'''.		*Go to '''Settings > Documents > Template Manager'''.
	*Create a new Template. (The Base template may contain your default office template; you can leave it empty.)		*Create a new Template. (The Base template may contain your default office template; you can leave it empty.)
	*Confirm the pop-up message in the new Word document window.		*Confirm the pop-up message in the new Word document window.
	*Edit the template. You may add your own text and ~~CommitCRM~~ database fields from the '''Insert Merge Fields''' option (it usually appears as a button on the Word's Mail Merge toolbar).		*Edit the template. You may add your own text and RangerMSP database fields from the '''Insert Merge Fields''' option (it usually appears as a button on the Word's Mail Merge toolbar).
	*Save the template.		*Save the template.
	*Create a new document in ~~CommitCRM~~ and select '''Based on ~~CommitCRM~~ Template''' in the Create From field. Then select your template file. The word document should open and the data from ~~CommitCRM~~ should be merged within the document.		*Create a new document in RangerMSP and select '''Based on RangerMSP Template''' in the Create From field. Then select your template file. The word document should open and the data from RangerMSP should be merged within the document.

	===Web Documents===		===Web Documents===