Document Library - Word of the day #42

Document Library - Word of the day #42

Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date and relevant. For all these, you need a document repository, a place where you can organize and manage all your business related files and also share it with people in your organization.

The Documents tab in Zoho CRM acts as a library where you can upload various types of files and share with the users based on their profile permissions in the organization's CRM account.

Here's a knowledge-base article on creating and managing a Document Library.

Check this video by Squirrel Business Hub on using the Documents module in Zoho CRM.



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