Documents are used for storing files that are shared with all users and are not linked to any specific record.
You can upload a file to Documents, add a link, or link files from Dropbox and work with them in raynet. You can also add files into folders within Documents.
In this article, you will learn:
- how to work with the Documents list view,
- how to add files to Documents,
- what you can find on the Document detailed card.
Documents list view
From the main menu, select Documents. You will see a list of all uploaded folders and files.
If you prefer to view files with thumbnails, then you can toggle the view.
You can add Pinned Filters to the Documents list view to quickly filter what you are most interested in at any given time, such as the Security Level. To select these filters, click the plus button » Add filter and select the desired filters. Close the window with the X button. You will find the quick filters saved at the top of the screen.
By clicking on the pencil icon, you can add or remove additional filters. Drag the mouse to rearrange the order of filters.
Applying a filter will show a list of all documents that match the filter. To disable the filter, you need to hover over it and click the X button.
Adding files to documents
To add a new file to Documents, click the green plus button and select where you want to upload the file from. You can also use this button to create a New Folder.
When uploading files from your computer, the document size is limited to 50 MB, and the maximum number of uploaded files is 10. You can upload files to Documents separately or put them in a designated folder.
After selecting the files, the file selection dialog box will pop up. If you wish to delete a file, click the trash can icon at the end of the row.
In the bottom right corner, you will find a lock icon for selecting the Security Level of the uploaded files.
You can also add a link into your CRM system. You need to choose a name for the link and input the URL.
Use the three dots button to create a New Folder in Documents.
The last option is to Link files from Google Drive or Dropbox.
Folder in documents
If you hover over a folder row, you can click on the name to view the files in the folder. On the right side of the row is a button with three dots with the following actions available:
- Reorganize
- Security
- Delete
The same actions can also be found directly on the folder detail, which we discuss more in this article.
File in documents
Clicking on the File will display a preview of the document and, if a link is used, open the web page. On the right side of the row are buttons for other File actions, which we discuss more in this article.