Support

Be good to be able to do this within the CRM account

We are currently working on the ability to be able to edit your Files within the File Repository straight from your CRM account.  We expect this to go live in the next couple of weeks.

What are the Benefits?

What this will give you is the ability to keep all of your documents up to date.

You and your team can edit the documents inside your CRM rather than having to download, edit and then upload

Quick and easy to do, saving you loads of time

We have been working hard behind the scenes on upgrading our sync platform using a platform called WebDav - this will include the ability to edit files - we will keep you updated on this progress which is due to happen very soon now.