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Documents App - Introduction

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Xeppo Documents App

The Xeppo Documents App allows you to upload/link documents saved in your file system against a client or group in Xeppo. You can then categorise the document links to help with searching, search the entire document library in Xeppo, or just see what's been linked to individual clients or groups. 

The App allows you to attached documents to Groups, Clients and Activities (including within the Sales App).

All documents attached are accessible via related entity or via the Documents App itself.

Introductory Video

The following video provides an overview of the basic Document features..

 

The next video shows how Documents can be attached to Activities.

 

Documents App - working with Activities from Xeppo on Vimeo.

 

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