{"id":303,"date":"2022-01-19T10:10:40","date_gmt":"2022-01-19T10:10:40","guid":{"rendered":"https:\/\/blog.citrus-lime.com\/crmc\/?p=303"},"modified":"2022-01-19T10:10:40","modified_gmt":"2022-01-19T10:10:40","slug":"saving-time-by-keeping-documents-in-one-place","status":"publish","type":"post","link":"https:\/\/blog.citrus-lime.com\/crmc\/saving-time-by-keeping-documents-in-one-place\/","title":{"rendered":"Saving Time By Keeping Documents In One Place"},"content":{"rendered":"\n<p><strong>Be honest, can you always find documents when you need them?<\/strong><br><br>No? Well, we feel your frustration, because we\u2019ve all been there. Sometimes it can be like that every day. You may feel relieved knowing that you\u2019re not alone, but luckily for us all, there\u2019s a very simple remedy to this problem.<\/p>\n\n\n\n<p><strong>Where\u2019s that important document?<\/strong><\/p>\n\n\n\n<p>Let\u2019s consider the kind of scenario where documents typically \u2018magically\u2019 disappear in the average office environment. We can think of numerous examples,<br>however, lets focus on the times where being unable to locate documents quickly can cause havoc. And stress:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Trying to find a specific email when you\u2019re actively communicating with a client or your boss and you need to resolve an issue quickly.<\/li><li>Looking for that elusive attachment, like a PDF, Word document or image, because you can\u2019t remember if you\u2019ve stored in on your desktop, within SharePoint<br>&nbsp; or somewhere else, buried deep within your CRM system.<\/li><li>When you have multiple versions and revisions of one document and you\u2019re unable to see instantly which version is the most recent version.<\/li><li>You\u2019re covering for a colleague on vacation or who has left the organisation and you haven\u2019t got a clue where they store things. Or worse, it\u2019s a complete mess.<\/li><\/ul>\n\n\n\n<p><strong>DocDrive365 To The Rescue<\/strong><\/p>\n\n\n\n<p>Traditionally, getting document management right relies on having detailed procedures that everybody follows, all of the time. This just isn\u2019t realistic and perhaps,<br>that\u2019s when the real \u2018magic\u2019 is needed.<\/p>\n\n\n\n<p>DocDrive365 the new Microsoft AppSource approved automated solution to tracking, storing and controlling every document within Dynamics CRM. You can intelligently<br>link documents and attachments from Outlook or Office 365 in a way which actively associates them with individual clients, projects and opportunities. DocDrive365<br>orchestrates SharePoint to do it\u2019s work in the background, so you never need to go behind the scenes to find what you want.<\/p>\n\n\n\n<p>DocDrive365 helps you find what you want, regardless of whoever created a specific document or, whenever the latest version was stored. It\u2019s good to know that finally,<br>searching frantically for documents will very soon be a thing of the past.<\/p>\n\n\n\n<p><strong>To learn more about the Key Features and Benefits that DocDrive365 delivers, visit us at&nbsp;<\/strong><a href=\"https:\/\/www.crmcs.co.uk\/docdrive365\/docdrive365-benefits\/keeping-documents-organised\/\">DocDrive365 &#8211; Keeping Your Documents Organised<\/a><strong>&nbsp;or contact us directly&nbsp;<\/strong><a href=\"https:\/\/www.crmcs.co.uk\/docdrive365\/contact\/\">Contact CRMCS<\/a><strong>&nbsp;and we\u2019ll get you started, it\u2019s as simple as that.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Be honest, can you always find documents when you need them? No? Well, we feel your frustration, because we\u2019ve all been there. Sometimes it can be like that every day. You may feel relieved knowing that you\u2019re not alone, but luckily for us all, there\u2019s a very simple remedy to this problem. Where\u2019s that important<\/p>\n","protected":false},"author":43,"featured_media":304,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"footnotes":""},"categories":[4],"tags":[],"class_list":{"0":"post-303","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-docdrive365"},"featured_image_src":"https:\/\/blog.citrus-lime.com\/crmc\/wp-content\/uploads\/sites\/30\/2022\/01\/Remote-scaled.jpg","author_info":{"display_name":"jadesmith","author_link":"https:\/\/blog.citrus-lime.com\/crmc\/author\/jadesmith\/"},"_links":{"self":[{"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/posts\/303","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/users\/43"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/comments?post=303"}],"version-history":[{"count":1,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/posts\/303\/revisions"}],"predecessor-version":[{"id":305,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/posts\/303\/revisions\/305"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/media\/304"}],"wp:attachment":[{"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/media?parent=303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/categories?post=303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.citrus-lime.com\/crmc\/wp-json\/wp\/v2\/tags?post=303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}