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I'm not finding a way to easily copy documents out of CommitCRM for processing in other programs... we can drag/drop a document into CommitCRM but not out of it and there is no right click "save document as..." option. How are we supposed to get these documents out without having to track them down directly in the network share?
thanks -- //ray |
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When right clicking a Doc record in RangerMSP (from the Docs tab, for example) there's an option called 'Open Document Folder'. When clicked, the system automatically opens the shared folder the document file is stored in and also automatically selects it. From there you can drag/drop it to anywhere. I think that the nice thing here is that the file is automatically selected so no searched or folder browsing is required.
Hope this helps. Dina |
