Hey everyone,
I'm working on a trial instance of Creatio Customer Center and when I go into the Workplace setup, I can see a Documents section that I did not create. However, when I try to open it, Creatio gets stuck in a loading screen. Is there way to fix this? Do I not have access to the section and it appearing in the list is an error? Just looking for some clarification.
Thanks
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Dear Kevin,
The reason for this issue is that you are using Customer Center product, while the Documents functionality is a part of Sales product. The section got into service kind of product by mistake and will be removed for Customer Center. As the solution, you can use Full bundle which include both sales and service products. Thus, you will be able to access the Documents section.
Best regards,
Dean