Document Management

You can manage all of your documents from within Commit, either by saving them as local copies in the Commit Account Documents Folder, or by linking to external files on your local disk or network. By allowing Commit to manage your documents, you can easily access relevant documents without searching for them on your server. In addition, you can file them within related Commit sections such as Customers, Tickets, Assets, etc. Each Document record within Commit contains details about the document, its category, links to related objects such as Accounts and Tickets, etc.
 

Commit can manage any of the following document types: Word®, Excel®, PDF, email, scanned documents, images, videos and basically any other format.

 
You can view Documents in Commit in the documents window, which you can access by clicking the documents icon on the left pane, or from Accounts, Tickets, etc. in the related Docs tab.
 

In addition to filing documents under Commit sections, you can also organize your documents according to category. By using categories you can easily group your documents and find them later.

You can add, remove and change categories in the Category Tree which is at Settings > Documents > Category Tree.