Document Management

Blog tagged as Document Management

Effective Contract Management
Zoho Contracts is a powerful cloud based contract management solution.
29.04.22 11:06 AM - Comment(s)

I was going to develop the title with “new and easier” and if you are an existing Zoho Projects user you will know what I mean.


Without going into any details all I will say was that document management in Zoho Projects was clunky and leave it at that! 


Now we have an authentic, real deal document man...

26.03.15 09:42 AM - Comment(s)
Use Mail Merge to Create Personalised Customer Documents

Mail merge as a function that helps sales and other staff  in your business has been around for a while and Zoho CRM has had a mail merge function for a few years, integrating its online word processor app, Zoho Writer.


However, many users in our experience seem to overlook the fact it is there ...

04.08.14 04:26 PM - Comment(s)

Zoho CRM has for a while now had a Document Management module as standard that provided the means to upload and store / share documents between sales, marketing and support users.


These documents could be such things as sales contracts, marketing brochures, invoices and so on.


Now though, Zoho have go...

06.05.14 10:28 AM - Comment(s)