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Team Collaboration On Files


The Head of Company X decided to open an auto club. The Marketing Director of the Company is now assigned the advertising campaign. However, the idea appeared to be very interesting and stared to involve more and more employees. To make the project and current changes in it available to others, the Marketing Director decided to upload the project file to the CRM. Soon enough, it turned to be very inconvenient to upload a new edited version of the file every time. The Marketing Director would prefer to store the file on the desktop and synchronize it with its shared replica in the CRM every time it is edited. It would be most convenient to just open the file in Word, edit and save it — and get all the changes exported to the CRM.

How to do that?

The integration with Yandex.Disk and Dropbox is already implied in the CRM. To synchronize your cloud storage with the system, go to Files and click New:

Then add Yandex.Disk or Dropbox. In case of the example above, add Dropbox:

Allow the access to cloud storage in the authorization window that will open:

Done. You can now see the cloud storage icon in the menu:

Any file stored in Dropbox will now be automatically synchronized with the CRM on a regular basis. The files, however, remain stored in the cloud — the system only displays the links to them.

The access permissions to view the exported files are set either for individual employee, or for the whole team.

Select the file and click the Settings icon:

Select Access Parameters and specify the permissions:

You can now open the file in Word, edit and save it — and get all the changes exported to the CRM:

Any changes made to the file on your desktop will automatically be displayed in the replicas sent to other employees.

Each type of file is indicated by a specific icon: picture, text, etc.

The number of files synchronized is only limited by the Yandex.Disk or Dropbox storage volume you are using.

You can now:

  • create folders for team collaboration on files and projects;
  • attach the files/files links to tasks, contacts profiles, Intranet news feed, internal online chat messages, etc.

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