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Documents in different format (Word Documents, Acrobat Reader Documents, Microsoft PowerPoint Presentations, Excel
files etc.) can be stored and managed in CRMWeb,
where they can be viewed and used by authorized persons. Once stored in the system, all documents (offers, contracts, mail templates, presentations,
tables, statistics etc.) can be viewed, modified by authorized users from anywhere in the world.
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When storing a document you have the possibility to add a description and a list of keywords which facilitate an easy search. The search functionality dramatically shortens the time needed to
find a document. Further capabilities allow you to edit the document properties or send documents per email as attachments.
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Updates and modifications are automatically persisted
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so that each user can always access the latest version of a document irrespective of his/her location.
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Benefits
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ensure access to all business relevant documents for all authorized system users
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quickly and securely access all documents over the internet
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use the search functionality to easily find documents
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send documents per email as attachments to an unlimited number of recipients with just a few clicks
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