Adding document packages to table entries

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Corporate portal > Help > CRM work with tables > Adding document packages to table entries

Adding document packages to table entries

ADDING DOCUMENT PACKAGES TO TABLE RECORDS

You and your employees can add a package of documents (account, certificate, etc.) to the client's card and send them to the counterparty, and also convert documents to DOC, PDF formats, place documents in a ZIP archive and export them to the specified folder or task.