Document Management

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It makes perfect sense to store your documents in one place. Our files feature lets you store your data in a central documents area. You can also store documents next to the relevant contact. You get the usual Light Degree CRM level security and this means that you can retrieve files on your phone, tablet or any computer from your Light Degree CRM where ever you are.

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My file will not upload in documents?

Please change the name of the actual file to use a shorter name. (Please change the name of the file not the Title that you are using when uploading)

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