You already know how to save documents in eWay-CRM. What if you make changes in a document and want to store both the original and the new versions? Here is how:
- Click Documents tab on an item card.
- Double click on a document to open it.
- Make changes and click Save to eWay-CRM in the top right corner.
- Click Yes in the pop-up window.
To find revisions, right-click on a document and select Open in eWay-CRM.
Click on Show Revisions in the ribbon.
In the pop-up window, you can find the number of revisions, who created them and when they were created. Double-click on any version to open it.
Do you have questions? Our consultants have answers.
Do not hesitate to contact us.