Drop your files. Keep records connected.
Drop several files onto any record and create related documents in one step.
Drop several files at once.
A file-drop widget sits in the sidebar of enabled detail views. Drop multiple files to create documents in one step.
Documents stay with the record.
Every document created through the widget is related to the record you’re viewing, so nothing gets lost.
Everything in Drag N Drop Documents
Upload several files at once
Drop multiple files into the widget to create documents in one step.
Keep documents with the record
New documents are related to the record you’re viewing.
Configure modules and field values
Enable the widget for modules related to Documents and set default dropdown values.
Up and running in three steps.
- 1
Install the module
Download the ZIP from your account, then upload and install it in SuiteCRM under Admin › Module Loader.
- 2
Enable it for your modules
Turn the widget on for the modules related to Documents where you want it.
- 3
Set default values
Choose default dropdown values, or show dropdown fields beneath the widget.
- SuiteCRM module (ZIP)
- Re-download anytime from your account