Description

Drag N Drop documents module helps CRM users to create new Documents just by dropping the files into Drag N Drop sidebar widget which is present in the Detail view. The user can upload multiple files at a time. Doing this will also relate the created Documents to that specific record. Using Drag and Drop, users can create and relate a document in 2 – 3 seconds which usually takes more than 15 seconds.

From Settings, you can able to Enable/Disable modules. Drag N Drop widgets will be shown in the Enabled moduled detail view. Modules that are related to documents will be shown in the Settings.

Features

• Multiple Documents can be uploaded at once
• Documents will be related to the record if dropped on the Widget
• Option to select, at which module user wants to create Drag N Drop widget
• Can able to set the default value for Dropdown fields from Settings.
• Can able to show drop-down fields below the widget to change the field value on the file drop.