Maximum 50 folders
Maximum 50 characters for folder names
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You can create a folder structure to organise the Standard documents which are uploaded to webCRM. You can also have a sub-folder structure for each main folder. This is useful if your Company has a lot of Product brochures, for example, or you want to create a folder structure for each different department in the Company.
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Browse to Configuration → Drop down lists → Documents 2 for Standard documents.
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You will see a summary of the Standard documents which are already uploaded to the system, which folder they are in and the total file size of Standard documents uploaded.
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​WARNING: if you have existing live Data in the system then editing Drop down lists could affect your Data
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​Click here to see: System settings: drop down lists
​Click here to see: Documents in webCRM