Finding and Linking Documents

Our Finding and Linking features revolutionize how you find and link Microsoft documents to CRM contacts and project management tasks. By offering a comprehensive search capability, this feature saves you time and effort by eliminating the need for manual searches across multiple platforms. Other than this, from finding to linking, takes you just one click and the selection of the contact or task you want to link your documents with.

Regarding to documents, this feature enables users to search for Microsoft documents (Word, Excel, PowerPoint, etc.) using relevant keywords or phrases, and link them with just a click. It presents search results in an organized and user-friendly manner, facilitating quick and efficient document retrieval and assignement. This eliminates the need for manual searches across multiple platforms, saving time and effort.

To start searching either Projects, Tasks, Documents or Contacts, you have to click the magnifier icon (highlighted in Figure 1) and select which object you would like to search (Figure 2). After that, you can write your search query and have access to the object you were searching for, as well as the functionalities you can use after this search process.

 

Open

Figure 1

 

Open

Figure 2