In Simplicate, you can easily record external documents by saving the document's URL. This is useful when you manage files in systems like Google Drive, SharePoint, or other Document Management Systems (DMS) and still want to link them to a Project, Sale, or Employee, for example.
External documents are saved as links and are directly accessible from Simplicate. They are labeled 'External' in the document overview, so you can easily recognize them. When you click on an external document, the file opens in a new tab.
Adding external documents
Adding an external document is simple and can be done in any module where documents can be recorded: CRM, Sales, Projects, and HRM.
Go to the ‘Documents’ tab in the module where you want to add the document.
Click on ‘Add’ and choose the option to add an external link.
Fill in the following details
Name: The name by which you want to recognize the document.
URL: The link to the external file (for example, a Google Drive document).
Extension: With this, you indicate the type of document: images, spreadsheets, PDFs, or others
Document type
Click on Add to save the document.
