Sharing Documents on LPH SugarCRM

To access or store a document in LPH SugarCRM click on Collaboration/Documents. The screen
below will display. A list of Document Names and File Names will display. Click on the File Name
(list with red border) of the file you wish to view. You will be given the option to open the file
with the appropriate program for the file. (Word for Word documents, Excel for Excel documents,
etc) or you can save the document to your hard drive and open it later.

To upload a document to LPH SugarCRM click on the Create Document button. Instructions
follow below.

The screen below provides browsing capabilities. (red arrow) Click on the browse button and
navigate to and select the file you want to upload. When you upload the file the Document
Name field is automatically filled in. You may change the information in that field to provide a
better description of the purpose of the file. The file may be assigned to a specific user
or left unassigned and available to everyone. If this is a revision of a file you can change the
revision number. If you have a large number of files on the system you can assign a file a
Category and Subcategory. You may also enter a description. when all the information is
complete click on save and the file will now be included in the document list.