Creating documents with drag and drop

You can store all documents that are located on the local system in the database by dragging and dropping them into the corresponding form. A data record with the name of the file is automatically created, and the local document is checked in.

Document links and relations (company ⇄ documents, or quotes ⇄ documents) can be simply created via drag and drop onto the form header. The relations are also created if the document sublist is "locked", i.e., if a Quickfilter (e.g., " explosion …" or "with attachments ...") is active.

When dragging and dropping onto a "locked" sublist, a corresponding message is presented, if the parent record is a "valid" destination.

Once the data record has been created, you can customize it if required. When dragging and dropping from local systems, the Subject of the document data record automatically becomes the file name including extension.

Attention

Attention:  If you drag and drop a local document onto a different data record, the new document is automatically assigned to the document relationship of the data record that is already open. This can be helpful, but is not always desirable.
Tip: Open a blank document (Sales / Back-Office / Documents), and then drag and drop something to it to create a document that isn’t linked.

Dragging and dropping several local files

If you drag and drop several local files into the document management of the CRM, you can specify in the first modal document form whether the form data should be applied to the "wait­ing" documents. Simply click on the For all option located at the bottom right of the input form.

Note: In document sublists, document assignments (via drag and drop or document selection) can only be made in the view combination "companies", "without attachments", and "Explosion Off ".

Info

Admin: If required, your administrator or customizer can identify further fields of the document form that are to be applied, and assign them to the variable PSA_DRP_DOC_COP_FLD.

Drag and drop inside JustRelate CRM

Drag and drop can also be used within the CRM. You can drop, for example, a document record into a brief­case or create a relation as an attachment in a correspondence.