• Documents and briefcases
  • Managing documents
  • Local documents
  • Creating documents with drag and drop
  • Saving documents from Office to the CRM
  • Creating a document
  • Document type
  • Document classification
  • Duplicate check for documents
  • Viewing and editing documents
  • Document status
  • Document version
  • Maintaining document versions
  • Using documents as attachments
  • Deleting a document record
  • Document reference - usage
  • Document view of contacts, cases and attachments
  • Document structures
  • Document briefcases
  • Structuring documents in folders
  • Folder administration
    • Standard folder structures in the process
  • Document access
  • Document and report system
  • Template concept
  • Workgroup Fileserver
  • Form functions
  • Tips on processing documents
  • JustRelate CRM Documentation
  • Documents and briefcases
  • Folder administration
  • Standard folder structures in the process

Standard folder structures in the process

For processes, folder and document structures can be predefined that are then made available via document folders or in the file system. In particular, by specifying document “templates” or neutral documents in the process – even status-related, if necessary – you can administratively ensure that case agents create complete and standardized offer documents.

Central provision of folder structures

See also: Default standard-folder structures of processes

See also: Transferring documents together with a case

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