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Documents in CRM | Agile CRM

<!DOCTYPE html> <html lang="en"> <head> <title>Documents in CRM | Agile CRM</title> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta charset="utf-8"> <meta name="description" content="Upload and save documents in Agile CRM, tag them with relevant contacts and deals, attach them to emails sent."> <link rel="canonical" href="https://www.agilecrm.com/documents-crm"/> <!-- <meta name="keywords" content="online CRM, small business crm, ecommerce crm, SaaS CRM, marketing automation, social suite, marketing and sales software, sales and marketing software"> --> <meta property="og:locale" content="en_US"/> <meta property="og:type" content="article"/> <meta property="og:site_name" content="Agile CRM"/> <meta property="og:title" content="Documents in CRM | Agile CRM"/> <meta property="og:description" content="Upload and save documents in Agile CRM, tag them with relevant contacts and deals, attach them to emails sent."/> <meta property="og:url" content="https://www.agilecrm.com/documents-crm"/> <meta property="og:image" content="https://www.agilecrm.com/img/documents/add-document.png"> <meta name="twitter:title" content="Documents in CRM | Agile CRM"/> <meta name="twitter:description" content="Upload and save documents in Agile CRM, tag them with relevant contacts and deals, attach them to emails sent."/> <meta name="twitter:image:src" content="https://www.agilecrm.com/img/documents/add-document.png"/> <meta name="twitter:card" content="summary"/> <meta name="twitter:site" content="@agilecrm"/> <meta name="twitter:creator" content="@agilecrm"/> <!-- Start of Page Title and Banner --> <div class="enterprise-bg m-b-xxl"> <!-- =================================== --> <!-- START OF NAVIGATION MENU --> <!-- Include HTML and other tags on all pages --> <!-- Include title on all pages --> <!-- Add Styles and JavaScript --> <!-- Loading CSS --> <link rel="stylesheet" type="text/css" href="/css/bootstrap.min.css"> <link rel="stylesheet" type="text/css" href="/css/agile-style.css"> <link rel="stylesheet" type="text/css" href="/css/agile-css-framework.css"> <link rel="stylesheet" type="text/css" href="/css/font-awesome.min.css"> <link rel="stylesheet" type="text/css" href="/css/animate.css"> <link rel="stylesheet" type="text/css" href="/css/banner.css"> <link rel="stylesheet" type="text/css" href="/css/scroll.css"> <link rel="stylesheet" type="text/css" href="/css/footer.css"> <link rel="stylesheet" type="text/css" href="/css/pricing.css"> <!-- End of Loading CSS --> <style> h1 { margin-bottom: 10px !important; } .img-alternate p { margin-top: 10px!important; } .head { color: #403e3e !important; font-size: 36px !important; font-weight: 600 !important; line-height: 45px!important; margin-bottom: 5px!important; margin-top: 20px; } .disnone { margin: 10px auto; display: inline-block!important; } .nav-tabs1 > li.active > a{ color: #009BFF!important; font-weight: 500; font-size: 20px; cursor: default; background-color: #fbfbfb!important; border: 1px solid transparent!important; border-bottom-color: transparent; } .nav-tabs1 > li a { height: auto; padding: 15px!important; color: #333333 !important; font-size: 20px; border: 1px solid #F0F0F0; line-height: 20px; background: #f5f4f4!important; width: 162px; } @media (min-width: 769px) { #form-email { width: 20em!important; } } @media (max-width: 769px) { .disnone { margin: 10px auto; display: none!important; } } .img-360-degree-contact-view, .analytics, .auto-dialer, .calendar, .canned-responses, .documents, .events, .groups, .integrations, .lead-prospector, .lead-scoring, .push-notifications, .recommendations-01, .reporting, .reports, .service-level-agreements, .ticket-labeling, .timline, .web-engagement, .exit-intent, .workflows { max-width: 100%; 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+61 28599 0729</a></li> <!--<li><a href="#" style=" font-size:11px"><img src="/icons/web-call.svg" width="18" alt=""/>&nbsp; Web Call</a></li>--> </ul> </li> <ul class="nav navbar-nav navbar-right"> <li><a href="https://my.agilecrm.com/enter-domain?to=login" id="login-dashboard" class="login-dashboard">LOGIN</a></li> <li><a data-toggle="modal" data-target="#exampleModal" class="Navigation-button">GET STARTED</a></li> </ul> </ul> </div> </div> <div style="border-bottom: 1px solid #e8eaeb; box-shadow: 0 0 9px rgba(0,0,0,.1)!important;" class="mobno" id="signup1" ></div> </div> </div> <!-- =================================== --> <!-- END OF NAVIGATION MENU --> <div class="container m-t-xl"> <div class="row img-alternate m-b-xxl"> <div class="col-sm-3 col-xs-12 col-sm-offset-2" style="-webkit-animation-delay:0.5s; -moz-animation-delay:0.5s;"> <img class="text-center wow animate rotateIn" src="/icons/documents.svg" style="height: 150px; width: 150px; margin-top: 15px; margin-bottom: 15px; animation-delay: 0.2s;" alt="Documents"> </div> <div class="col-sm-5 col-xs-12 p-t-xl p-b-xl wow animate fadeIn" style="animation-delay: 0.3s; visibility: visible; animation-name: fadeIn;"> <h1 class="text-left white-text">Documents in CRM</h1> <p class="m-auto m-t-n-lg text-md page-title-small white-text"> Now upload and save documents in Agile CRM, tag them with relevant contacts and deals & attach them to emails sent.</p> </div> </div> </div> </div> <!-- End of Page Title and Banner --> <div class = "container text-center m-t-xl "> <div class="" style="padding-bottom:10px; font-size: 24px">Start with FREE account today! </div> <div class="row m-b-xl m-t"> <div class="col-xs-12 "> <div class="pricing3"> <div class="" style="text-align:center"> <div class="subscribe-form " style="margin-top:0"> <form name="agile" id="agile" class="form-inline" method="post" action="https://my.agilecrm.com/register" onsubmit="return isValid(this);"> <div class="input-group"> <input type="text" id="form-email" name="email" class="form-control" placeholder="Enter your e-mail here"> <span class="input-group-btn"> <button class="btn btn-secondary" onclick="goog_report_conversion ('https://my.agilecrm.com/register')" type="submit" data-plan-name="Free">GET STARTED</button> </span> </div> </form> </div> <div style="padding-top: 10px"><small class="m-b animated fadeIn nocc"><span style="color:#0aa1ec; font-weight:400">FREE for 10 Users.</span> No credit card required. </small></div> </div> </div> </div> </div> </div> <div class="container"> <div class="row img-alternate"> <div class="m-b m-t-xl video-content" align="center"> <p>Make the best use of the enhanced documents functionality in Agile CRM. With Agile CRM documents the recipients can easily save, tag and sort the documents (including documents sent to your team from a prospect), and on the other hand, the leads have the important documents in their inbox as they receive them at the right stage in the pipeline.</p> </div><br><br> <div class="col-sm-6 col-xs-12"> <h3>Add Documents to Agile CRM</h3> <p>Attach a relevant document to individual emails sent from the Agile dashboard. The document can also show up when looking at the particular deal (or contact or company) associated with it. The right document sent at just the right time can be the difference between a closed deal and a lost opportunity.</p> </div> <div class="col-sm-6 col-xs-12 "> <img class = "img-responsive" src="img/documents/add-document.png" alt="Add Document"> </div> </div> </div> <br> <br> <hr> <div class = "container"> <div class="row img-alternate"> <div class="col-sm-6 col-xs-12"> <img class = "img-responsive" src="img/documents/attach-document.png" alt="Attach Documents" > </div> <div class="col-sm-6 col-xs-12 "> <h3>Attach Documents Directly to Deals</h3> <p>Add documents directly to <a href="https://www.agilecrm.com/deals">Deals</a> in the CRM, either from your computer, Google Drive, DropBox, Onedrive, Box or Evernote. Just click the Documents tab in the deal and go ahead and add the document. You can also add a new document and associate it with the deal or select the one you鈥檝e already uploaded to Agile previously. The master docs list in the Documents menu will update automatically all the documents attached into the CRM. Configure the PDF Downloads with Agile CRM Forms and <a href="https://www.agilecrm.com/landing-page">Landing Page Builder</a>.</p> </div> </div> </div> <br> <br> <hr> <div class = "container"> <div class="row img-alternate"> <div class="col-sm-6 col-xs-12 "> <h3>Electronic Signing of Documents</h3> <p>Now include an electronic signature to your e-Documents associated with contacts and Deals. The authorisation is in the form of simply Typing or Signing your name on a panel or Uploading the Signed image. Add Signature merge fields of Contact and Owner in your e-document. Agile CRM鈥檚 e-Documents are easier and quicker for you, and your customers across the world, to sign! </p> </div> <div class="col-sm-6 col-xs-12 "> <img class = "img-responsive" src="img/documents/signing-documents.png" alt="Signing Documents" > </div> </div> </div> <br> <br> <br> <hr> <div class = "container"> <div class="row img-alternate"> <div class="col-sm-6 col-xs-12 "> <img class = "img-responsive" src="img/documents/pdf-download.png" alt="PDF Download"> </div> <div class="col-sm-6 col-xs-12 "> <h3>Configure the PDF Download on Form Submission</h3> <p>Include the PDF into the form once you have it uploaded to the system. Choose from the 2 ways when offering a PDF through an Agile form:</p><br> <ul class ="pu m-b-lg text-light txtlft"> <li>The PDF doc shall download immediately once the form is completed.</li> <li>Direct the user to a landing page that has the option to download the PDF doc.</li> </ul> <p>These downloads from Agile can be used in many ways, for example for content upgrades, landing pages, surveys and more. </p> </div> </div> </div> <!-- ======================================================== --> <!-- START OF TESTIMONIAL CAROUSEL SECTION --> <div class="container m-t-xxxl m-b-90 "> <div class="row m-b-xl "> <h2 class="text-center m-b-xxl wow animate fadeIn">Trusted by Over <span class="numhigh">15,000+</span> Businesses</h2> <div class=" col-sm-8 col-sm-offset-2"> <div id="myCarousel" class="carousel slide text-center" data-ride="carousel"> <!-- Indicators --> <ol class="carousel-indicators "> <li data-target="#myCarousel" data-slide-to="0" class="active"></li> <li data-target="#myCarousel" data-slide-to="1"></li> <li data-target="#myCarousel" data-slide-to="2"></li> </ol> <!-- Wrapper for slides --> <div class="carousel-inner" role="listbox"> <div class="item active"> <div class="testimonial-slider-standard-item swiper-slide swiper-slide-active" > <div class="testimonial-item"> <div class="testimonial-text c-dark " style="font-size:16px;line-height:27px; margin-bottom:30px"> <i class="fa fa-quote-left" style="font-size:20px;" aria-hidden="true"></i>&nbsp;&nbsp; We have tried 6 CRM's in the past year and this is definitely the best (pricing and features) @agilecrm #crm #SaaS &nbsp;&nbsp;<i class="fa fa-quote-right" aria-hidden="true"></i> </div> <div class="author-info-wrap display-flex content-center "> <div class="testimonial-img-author f-left"> <img src="/img/crm/jez-john.png" style=" width: 50px; height: 50px;" alt="Jez John"> </div> <div class="author-info"> <h4 class="author-name">Jez John</h4> <div class="author-company">Webstarsltd</div> </div> </div> </div> </div> </div> <div class="item"> <div class="testimonial-slider-standard-item swiper-slide swiper-slide-active" > <div class="testimonial-item"> <div class="testimonial-text c-dark" style="font-size:16px;line-height:27px; margin-bottom:30px"> <i class="fa fa-quote-left" style="font-size:20px;" aria-hidden="true"></i>&nbsp;&nbsp; I've seen and used dozens of CRMs. This one may change the market upside down. Absolutely great, easy-to-use and powerful. &nbsp;&nbsp;<i class="fa fa-quote-right" aria-hidden="true"></i> </div> <div class="author-info-wrap display-flex content-center"> <div class="testimonial-img-author f-left"> <img src="/img/crm/testimonial-nicolas.png" style=" width: 50px; height: 50px;" alt="Nicolas Woirhaye"> </div> <div class="author-info"> <h4 class="author-name">Nicolas Woirhaye</h4> <div class="author-company">Co-founder, IKO System</div> </div> </div> </div> </div> </div> <div class="item"> <div class="testimonial-slider-standard-item swiper-slide swiper-slide-active" > <div class="testimonial-item"> <div class="testimonial-text c-dark" style="font-size:16px; line-height:27px; margin-bottom:30px"> <i class="fa fa-quote-left" style="font-size:20px;" aria-hidden="true"></i>&nbsp;&nbsp; What a great onboard session with @agilecrm!! Great product and a great experience.. &nbsp;&nbsp;<i class="fa fa-quote-right" aria-hidden="true"></i> </div> <div class="author-info-wrap display-flex content-center"> <div class="testimonial-img-author f-left"> <img src="/img/crm/leonel.png" style=" width: 50px; height: 50px;" alt="Leonel de Oliveira"> </div> <div class="author-info"> <h4 class="author-name">Leonel de Oliveira</h4> <div class="author-company">Dreamtek</div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <!-- ======================================================== --> <!-- END OF TESTIMONIAL CAROUSEL SECTION --> <!-- =================================== --> <!-- START OF FOOTER --> <!-- ======================================================== --> <!-- Start of Footer Section --> <div class=" m-t-xl p-t-lg p-b-lg agile-foot-desc" style="padding: 40px 0px 60px 0px;" > <div class="container"> <div class="row text-center "> <div class="col-xs-12"><h2 class="" style="padding-bottom:20px; font-size: 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Section --> <!-- <div class="modal fade form-register" id="exampleModal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel"> <div class="modal-dialog modal-sm" role="document"> <div class="modal-content-register"> <div class="modal-header"> <button type="button" class="close" data-dismiss="modal" aria-label="Close"><span aria-hidden="true">&times;</span></button> <h4 class="text-center modal-title" id="exampleModalLabel">Register Your FREE Agile CRM Account</h4> <p class="text-small text-center">No Credit Card Required</p> </div> <div class="modal-body"> <form name="agile" id="agile" method="post" action="https://my.agilecrm.com/register" onsubmit="return isValid(this);"> <div class="form-group"><div class="field"> <input type="text" spellcheck="false" class="form-control" required id="login_name" name="name" placeholder="Your Full Name"/> </div></div> <div class="form-group"><div class="field email"> <input type="email" spellcheck="false" required="" class="form-control email" name="email" maxlength="50" placeholder="Email address"> </div></div> <div class="form-group"><div class="field password"> <input type="password" spellcheck="false" maxlength="20" required="" name="password" class="form-control password" placeholder="Password (min 6 characters)"> </div></div> <div class="form-group"> <button type="submit" class="form-control btn btn-primary">Sign Up</button> </div> </form> </div> </div> </div> </div>--> <div class="modal fade form-register" id="exampleModal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel"> <div class="modal-dialog modal-sm" role="document"> <div class="modal-content-register"> <div class="modal-header"> <button type="button" class="close" data-dismiss="modal" aria-label="Close"><span aria-hidden="true">&times;</span></button> <h4 class="text-center modal-title" id="exampleModalLabel">Register Your FREE Agile CRM Account</h4> <p class="text-small text-center">No Credit Card Required</p> </div> <div class="modal-body"> <form name="agile" id="agile" method="post" onsubmit="return isValidRegistration(this);"> <div class="form-group"><div class="field"> <input type="text" spellcheck="false" class="form-control inputwid" required id="login_subdomain" name="subdomain" placeholder="Domain Name" minlength="4" maxlength="20" pattern="^[a-zA-Z][a-zA-Z0-9-_]{3,20}$" title="Name should be between 4-20 characters in length. Both letters and numbers are allowed but it should start with a letter. Cannot contain special characters other than '_' and '-'." /> <span style=" margin-left: -5px;padding: 14px 12px 15px 12px; font-size: 14px;font-weight: 400;line-height: 1; color: #555;text-align: center;background-color: #eee; border: 1px solid #ccc; border-radius: 0px 4px 4px 0px;">.agilecrm.com</span> <span style="font-size:13px; display:block; margin-top:5px; color: #8f8f8f;">This is where you and your users will login to your account</span> </div></div> <div class="form-group"><div class="field"> <input type="text" spellcheck="false" class="form-control" required id="login_name" name="name" placeholder="Your Full Name"/> </div></div> <div class="form-group"><div class="field email"> <input type="email" spellcheck="false" required="" class="form-control email" name="email" maxlength="50" placeholder="Email address"> </div></div> <div class="form-group"><div class="field password"> <input type="password" spellcheck="false" maxlength="20" required="" name="password" class="form-control password" placeholder="Password (min 6 characters)"> <input type="hidden" name="plan_type" id="plan_type" value="" /> <input type="hidden" name="type" value="agile" /> </div></div> <div class="form-group"> <button type="submit" class="form-control btn btn-primary">Get Started</button> </div> </form> </div> </div> </div></div> <!-- <div class="slide-out-div" > <a class="handle tts" href="" ><i class="fa fa-phone" aria-hidden="true"></i>&nbsp;&nbsp;Talk to a Specialist</a> <p>We are eager to help!</p> <p>Schedule a chat with our friendly reps.</p><br /> <a href="https://our.agilecrm.com/calendar/david_s,andy_roberts,nitin_jayan,belinda,arnold,sugunakar_g,raymond_novak" rel="noreferrer" target="_blank" class="sales" >Sales</a> <a href="https://our.agilecrm.com/calendar/jeff,Ashley,Jasonsmith,sid_dane,sharon_francis" rel="noreferrer" target="_blank" class="support" >Tech Support</a> </div>--> <!-- Loading JS and Bootstrap JS --> <script type="text/javascript" src="/js/jquery-2.1.4.min.js"></script> <script type="text/javascript" src="/js/bootstrap.min.js"></script> <!-- End of Loading JS and Bootstrap JS --> <!-- video --> <script type="text/javascript" > function isValidRegistration(form) { var subdomain = $(form).find("#login_subdomain").val(); if(!subdomain) return false; var submit_button = $(form).find("[type='submit']"); // Return if action is already in process if($(submit_button).attr("disabled") || $(submit_button).attr("disabled")) return false; $(submit_button).attr("disabled", "disabled"); // Set target URL var targetURL = "https://my.agilecrm.com/register"; targetURL = targetURL.replace("my.agilecrm.com", subdomain + ".agilecrm.com"); $(form).attr("action", targetURL); $(form).removeAttr("onsubmit"); form.submit(); return false; } $(document).ready(function(){ $(".agile-new-signup").click(function(e){ e.preventDefault(); var form = $(this).closest("form"); var subdomain = $(form).find("#login_subdomain").val(); if(!subdomain) return false; // Set target URL var targetURL = $(form).attr("action"); targetURL = targetURL.replace("my.agilecrm.com", subdomain + ".agilecrm.com"); $(form).attr("action", targetURL); $(form).removeAttr("onsubmit"); form.submit(); }); $('.cx-selected-plan').on('click', function(ev){ $("#plan_type").val($(this).attr("data-plan-name")); }); $('#play-video').on('click', function(ev){ $("#video, #video1")[0].src += "&autoplay=1"; ev.preventDefault(); }); $('#videoModal, #videoModal1').on('hidden.bs.modal', function () { $('#videoModal1').find(".youtube-player").html(""); try{ $('#video, #video1')[0].contentWindow.postMessage('{"event":"command","func":"' + 'stopVideo' + '","args":""}', '*'); }catch(e){} }); }); $(document).ready(function(){ $('#play-video1').on('click', function(ev){ $("#video1")[0].src += "&autoplay=1"; ev.preventDefault(); }); $('#videoModal1').on('shown.bs.modal', function () { loadLightYoutubeFrame(); $('#videoModal1 > .youtube-player').find(".play").click(); }); }); </script> <!-- sticky header --> <script> $(document).ready(function(e) { $(document).scroll(function() { if ($(this).scrollTop() > 30) { $('#demo').hide(); $('#signup').show(); $('#signup1').show(); } else { $('#demo').show(); $('#signup').hide(); $('#signup1').hide(); } }); }); </script> <!-- End of sticky header --> <script type="text/javascript">// <![CDATA[ $('.carousel').carousel({ pause: true, interval: false });</script> <!-- JS --> <!-- WOW.js for Animate.css --> <script src="/js/wow.min.js"></script> <script> new WOW().init(); </script> <!-- End of WOW.js for Animate.css --> <!-- End of JS --> <script type="text/javascript" src="/js/init.js"></script> <!-- Start of Agile Tracking and Web Rules Code --> <!-- Agile Tracking code --> <script id="_agile_min_js" async type="text/javascript" src="https://d1gwclp1pmzk26.cloudfront.net/agile/agile-cloud.js"></script> <script type="text/javascript"> var Agile_API = Agile_API || {}; Agile_API.on_after_load = function(){ _agile.set_account('fl5qv213433bpc32l2kbfe80s0','our'); _agile.track_page_view(); _agile_execute_web_rules(); }; </script> <!-- End of Agile Tracking and Web Rules Code --> <!-- Agile --> <script src="/js/agile.js"></script> <!-- talk to specialist --> <script src="/js/jquery.tabSlideOut.v1.3.js"></script> <script> $(function(){ $('.slide-out-div').tabSlideOut({ tabHandle: '.handle', //class of the element that will be your tab pathToTabImage: '', //path to the image for the tab *required* tabLocation: 'bottom', //side of screen where tab lives, top, right, bottom, or left speed: 1000, //speed of animation action: 'click', //options: 'click' or 'hover', action to trigger animation topPos: '200px', //position from the top fixedPosition: false //options: true makes it stick(fixed position) on scroll }); 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for (var i=0; i<allimages.length; i++) { if (allimages[i].getAttribute('data-src')) { allimages[i].setAttribute('src', allimages[i].getAttribute('data-src')); } } }, false) </script> <script> $(".sliding-link").click(function(e) { e.preventDefault(); var aid = $(this).attr("href"); $('html,body').animate({scrollTop: $(aid).offset().top }, 1000); }); </script> <script> $(function() { return $(".carousel.lazy").on("slide", function(ev) { var lazy; lazy = $(ev.relatedTarget).find("img[data-src]"); lazy.attr("src", lazy.data('src')); lazy.removeAttr("data-src"); }); }); </script> <!-- ClickDesk Live Chat Service for websites --> <script type='text/javascript'> var _glc =_glc || []; _glc.push('ag9zfmNsaWNrZGVza2NoYXRyFAsSB3dpZGdldHMYgIDgp-mY4wkM'); var glcpath = (('https:' == document.location.protocol) ? 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