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Create a document package under Shared Documents

External documents are saved in document packages either individually or grouped by topic. The ‘Shared Documents’ filing location is available for documents such as Terms and Conditions, maps and directions, or price lists that are needed repeatedly by all staff members. All document packages that do not explicitly belong to a single record (accounts, events, etc.) should be saved here.

  1. Go to the icon vorlagen Templates tab and select Dokumentenablage Documents > neu New to open a new document package.
  2. Give the document package a meaningful name.
  3. Choose an Owner from the picklist and define which users or user groups should have Reading rights for the document package.
  4. Click on neu Add > import festplatte Files to select external documents from the hard drive or similar. Multi-select is available.
    Alternatively, documents can be inserted using drag-and-drop. Drag the selected documents to the input window and release the left mouse button.
  5. Click on neu Add> Dokumentenablage Shared documents to copy or move existing documents.
  6. Speichern Save your changes. The new document package is automatically saved to the "Shared documents" folder.