Hello,
Tell me, please, is there a template or application with which you can edit files (docx, txt, pdf) inside CRM and after editing use them as an attachment to a letter without saving these files on your computer?
There is a specific example where CRM should act as the main repository of information from which the original version of the file is taken and the edited version is saved here (i.e., FTP or cloud disks cannot be used). Is it possible to implement this?
Like
Maybe one of these marketplace packages will provide what you need?
https://marketplace.bpmonline.com/app/file-x-bpmonline
https://marketplace.bpmonline.com/app/pandadoc-document-management-bpmo…
Hello
The following functionality is best achieved with the application like this:
https://marketplace.bpmonline.com/app/file-x-bpmonline
Since the bpmonline does not allow editing the files online, whereas the application allows it via the integration with GDocs or OneDrive.
Best regards,
Matt