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How to Work with Documents in eWay-CRM Mobile

Upload, download and share documents on the go.

Contents

  1. Attaching New Documents
  2. Sharing and Downloading Attached Documents

Attaching New Documents

If you have a document on your mobile phone that you want to attach to a contact, company, lead or project, do the following:

  1. Open an item (contact, company, lead or project) and click on the plus sign in the bottom right corner.

    Add Item

  2. Select New Document.

    New Document

  3. Click the arrow down button in the File field, find and select a required document or a picture.

    Select Document

  4. Fill in the desired fields, including the name of the document. You can write down your notes in the Note field and click Save in the top right corner.

    Save Document

If you need to edit or delete a document, please do with the help of the eWay-CRM Outlook plug-in.

Sharing and Downloading Attached Documents

  1. Open a document or image saved in eWay-CRM.
  2. Click on the Share or Download buttons.

Download or Share Document

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.