Many of the CRM screens offer the ability for your users to upload new documents or link existing documents in Method CRM.

Uploading a new document

1. In Method CRM:
   • Click Leads > Leads and Contacts List OR
   • Click Customers > Customers and Contacts List OR
   • Click Opportunities > Opportunities List OR
   • Click Cases > Cases List OR
   • Click Solutions > Solutions List
2. Click Go To... next entry you’d like to upload a document for.
3. Click the Documents tab section.
4. Click Document... > Upload a new document...
5. Click Upload for Document.
6. 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.
7. Click Upload Attachment.
8. Click Save & Close.
9. In the Name box, type in a name for your document. 
10. For the Folder dropdown list to select a folder to help categorize your document.
11. For the Assigned To dropdown list, select who this document is assigned to. By default, this will always have the signed in users username. 
12. In the Description box, type in a brief description of the document.
13. Click Save & Close.
    
    At this point Method will upload the document to the document library and automatically create a new document link for you related to type of entry you selected in step 1.  For example, if you were uploading a document for a lead, a document link would have been created for that lead at the same time you clicked Save & Close.

Linking an existing document

1. In Method CRM:
   • Click Leads > Leads and Contacts List OR
   • Click Customers > Customers and Contacts List OR
   • Click Opportunities > Opportunities List OR
   • Click Cases > Cases List OR
   • Click Solutions > Solutions List
2. Click Go To... next entry you’d ike to link a document for.
3. Click the Documents tab section.
4. Click Document... > Link an existing 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.
   
   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.
   
   You’ll notice that depending on where you attempted to link from, the CRM dropdown lists will be filled in accordingly for you with the appropriate information.
     
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.

Deleting an existing document link

1. In Method CRM:
   • Click Leads > Leads and Contacts List OR
   • Click Customers > Customers and Contacts List OR
   • Click Opportunities > Opportunities List OR
   • Click Cases > Cases List OR
   • Click Solutions > Solutions List
2. Click Go To... next to the entry you’d like to delete a document link for.
3. Click the Documents tab section.
4. Click Edit Link... next to the link you’d like to delete.
5. Click More actions... > Delete Link.
6. Click OK.

FAQ

Q. If I upload a document to SmartVault for a lead, will that document be transferred to the SmartVault toolbar once they become a customer?
A. Yes. Once a lead is converted into a customer, you will be able to see the document in the SmartVault toolbar. To learn more about SmartVault, click here.