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{{Integration TOC}} | {{Integration TOC}} | ||
If you need to store large amount of documents, you don't have to rely on CRM attachments. [[Resco Mobile CRM]] can leverage cloud storage services, such as | If you need to store large amount of documents, you don't have to rely on CRM attachments. [[Resco Mobile CRM]] can leverage cloud storage services, such as OneDrive or SharePoint. The implication is that when you attach documents and files to CRM records in the mobile app, you can decide where to store the documents. | ||
== | == Log in to your document server in the app == | ||
If your document servers are properly configured (see below), you need to log in to your document server to start using it. | |||
# Start [[Resco Mobile CRM]] or other Resco app that supports documents. | |||
# Tap '''[[Setup#Accounts|Setup]]''' on the home screen. | |||
# In the '''Accounts''' section, log in to the document server by using your credentials (or the credentials of your company). | |||
# Save your setup. | |||
# Return to the home screen and synchronize your app. | |||
{{Note|All documents that you want to access must be downloaded to the offline database, even if you want to use Mobile CRM app in Online mode.}} | |||
== Box, Dropbox, Google Drive, OneDrive == | |||
# Edit an [[app projects|app project]] in [[Woodford]]. | # Edit an [[app projects|app project]] in [[Woodford]]. | ||
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# Check '''Enable Documents''' and click '''Save'''. | # Check '''Enable Documents''' and click '''Save'''. | ||
# Select '''[[Configuration]]''' from the '''Project''' menu and go to '''Integrations''' tab. | # Select '''[[Configuration]]''' from the '''Project''' menu and go to '''Integrations''' tab. | ||
# Enable the document storage that you're using and specify the root folder, then click '''Save'''. | # Enable the document storage that you're using and specify the root folder, then click '''Save'''.<br>Your documents are saved to the following directory structure: <code>root\entity_name\record_name_record_id</code>. | ||
# Next, edit the [[form]]s for various entities and add '''Cloud Document List''' to the entity form, so that users can access documents associated with entity records. | # Next, edit the [[form]]s for various entities and add '''Cloud Document List''' to the entity form, so that users can access documents associated with entity records. | ||
For more information: | For more information: | ||
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See also this [https://youtu.be/iLZ43KxGEW0?t=44m18s part] of our webinar. {{Badge|Webinar}} | See also this [https://youtu.be/iLZ43KxGEW0?t=44m18s part] of our webinar. {{Badge|Webinar}} | ||
[[Category:Woodford]] | [[Category:Woodford]] | ||