+1 (408) 320-0380
« Back to List

Documents

EspoCRM provides an ability to store documents.

Sending in email

While composing an email, there is the ability to add a certain document as an attachment.

Folders

Folders allow to group documents. Document Folders are presented as a hierarchical tree structure. Each folder can contain sub-folders.

Document Folder is a separate entity type, hence an access can be controlled by ACL.

To be able to search documents in all sub-folders you need to switch to the expanded mode in the context menu next to the root folder.