How do I View, Download and Delete CRM+ Uploaded Documents?



In this article you will learn how to View, Download and Delete CRM+ Uploaded Documents. See What is RecDesk CRM+?

  Navigate to the entity to which the Document was uploaded. Then click streamline-icon-folder-empty_20x20__1_.png Documents


Viewing, Downloading and Deleting CRM+ Uploaded Documents

  • To View a CRM+ document, click on it. Use the viewer tools to do the following:
    • Find a word or phrase in the document (optionally highlight all instances and/or match case of the text);
    • Page up or down in the article;
    • Go to a page number; 
    • Rotate Clockwise or Counterclockwise (under the Tools menu  )
    • Zoom out (-) or zoom in (+) or change the zoom %
    • Print the Document (under the Tools menu  )
    • View Document Properties (under the Tools menu  )
  • To Download a CRM+ document that has been uploaded, click on it. Then click the   Download button. 
  • To Delete a CRM+ document, click on the Delete button just below the doument name on the list of documents, then click YES to confirm that you are sure you want to delete this document.


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