Some of the transaction screens in Method CRM offer the ability for you and your users to upload new documents or link existing documents.  Transactions we currently support are:

• Estimates
• Invoices
• Receive Payments
• Sales Orders (QuickBooks Desktop)

We do plan on expanding the list of transactions over time but if you have suggestions on which transactions you’d like to see being added to this list, please email method@methodintegration.com

Uploading a new document

1. In Method CRM, open the appropriate transaction screen.  For example, Customers > Estimates.
2. From the grid on the left side of the screen, click Select for the existing transaction.
3. Click Document... > Upload a new document...
4. Click Upload for Document.
5. In the upload attachment pop-up click Browse if you are uploading to Method or to SmartVault.  If you choose to the option to “Link to an existing URL” provide the URL for you attachment.
6. Click Upload Attachment.
7. Click Save & Close.
8. In the Name box, type in a name for your document.
9. For the Folder dropdown list to select a folder to help categorize your document.
10. For the Assigned To dropdown list, select who this document is assigned to.  By default, this will always have the signed in users username.
11. In the Description box, type in a brief description of the document.
12. Click Save & Close.
    
    At this point Method will upload the document to the document library and automatically create a new document link for your transaction.
13. The Document... button will now display the number of document links for this transaction.  For example, if the transaction had 3 document links it would appear like Document (3)...

Linking an existing document

1. In Method CRM, open the appropriate transaction screen.  For example, Customers > Estimates.
2. From the grid on the left side of the screen, click Select for the existing transaction.
3. Click Document... > Link an existing document...
4. Click Upload for Document.
5. A list of the existing documents you have access to in the document library will appear.  
   
   Click Select for the document you’d like to link to this transaction.  
   
   Tip: You can also click New Document if you’d like to add a new document from this screen.
6. In the Notes box, type in any relevant notes for this document link as it pertains to this transaction.   You’ll notice that the transaction record ID s already filled in for the appropriate dropdown list.
   
   Remember: The reason the dropdowns show the record ID instead is because this is the only number that uniquely identifies a transaction in Method.  Reference numbers are not unique but can be viewed in the last column of the dropdown list.
7. Click Save & Close.
   
   Tip: If you wanted to edit the document from this screen, you can do so by clicking Edit Document.  Doing this will also save the link so be sure to finish typing your notes first before editing the document.  

Viewing existing documents

In the view existing documents pop-up screen, you can do the following for a transaction.

• view a list of the existing document links
• edit existing document links
• upload new documents
• link existing documents
• fetch SmartVault documents

To view existing documents, follow the steps below.

1. In Method CRM, open the appropriate transaction screen.  For example, Customers > Estimates.
2. From the grid on the left side of the screen, click Select for the existing transaction.
3. Click Document... > View existing documents for...

Delete an existing document link

1. In Method CRM, open the appropriate transaction screen.  For example, Customers > Estimates.
2. From the grid on the left side of the screen, click Select for the existing transaction.
3. Click Document... > View existing documents for...
4. Click Edit Link... next to the link you’d like to delete.
5. Click More actions... > Delete Link.
6. Click OK.

Fetching existing SmartVault documents

If you are a SmartVault user, you and your users may upload documents directly to SmartVault using the SmartVault toolbar in QuickBooks.  Method has no way of knowing you've uploaded those documents to SmartVault so you need to "fetch" the documents and import them into Method.

1. In Method CRM, open the appropriate transaction screen.  For example, Customers > Estimates.
2. From the grid on the left side of the screen, click Select for the existing transaction.
3. Click Document... > View existing documents for...
4. Click Document... > Fetch existing SmartVault documents...
   
   Method will now check with SmartVault to see if any documents are available for the customer.  If documents exist, Method will automatically create document links for you and refresh the grid.

Tip: When loading the existing documents pop-up screen, if the Method account has been setup to use SmartVault, Method will automatically call the “Fetch existing SmartVault documents” button and refresh the grid with any documents.