Manage a Document

iEnterprise CRM forms are highly customizable, fields that are described below might be different with how your Administrator actually laid-out your configuration.

How to Add a Library Record

1.  Select Library from the Object Navbar.

2.  Click on New Library Button from the Action bar.

A new Library form is opened and some default fields are pre-populated. 

3.  Enter Title. It is mandatory.  Required fields are denoted by (*) asterisk.

4.  Click the drop down and select Account and /or Contact from the dialog box.

Account Name is mandatory for standard install. 

Account name, Contact and Owner are pre-populated if ticket is created from the Contacts record.

5.  Enter values for Library related system-defined fields.

Select Status, Maximum number of revision, Description and Category

6.  Fill-up hierarchy, if needed.

7.  Select module on Associated with drop-down and select specific record on Associated Reference, as needed.

8.  On the Attachment field, click Browse button. Dialog box opens.

Choose file you to attach. The filename is displayed on the attachment field.

9.  Click Save or Save and Close button to save the record.

10.  The Library form closes and the library record is now displayed on the Library List.

How to Edit a Library Record

1.  Select Library from the Object Navbar.

2.  Click on the document and click the Edit button.

The Library form is opened in edit mode.

3.  Click the drop down and select Account and /or Contact from the dialog box, as needed.

Account Name is mandatory for standard install.

4.  Modify as needed values for Library related system-defined fields.

Status, Maximum number of revision, Description and Category, etc.

5.  Modify as needed, Associated with drop-down and select specific record on Associated Reference.

6.  On the Attachment field, click Browse button. Dialog box opens.

Choose file you to attach at this time. The filename is displayed on the attachment field.

7.  Click Save or Save and Close button to save the record.

8. The Library form closes and the library record is now displayed on the Library List.

How to Delete a Library Record

1.  Select Library from the Object Navbar.

2.  There are 2 ways to delete a Library record.

a.  Hover mouse on the record for deletion and click the Trash icon.

b.  Open record for deletion.

Click Close drop-down and select Delete.

3.  On the Confirmation pop-up, click Yes or Proceed.

The Library record is removed from the list.