Using Sugar to Edit/Share Documents

[jgramlich]

I've been trying all morning to figure out how to edit documents from the Sugar interface...but I'm coming up with nothing. Why can I not edit and then save a document from Sugar? I click "edit" and it takes me to a page with meta-data about the document...not the document itself.

I click the attachment button...the download option opens and then I can open the document, but it defaults to a different file name...a name that is unreachable from the web interface. It also stores these renamed copies in a directory of its own...not in the directory in which the document actually exists.

Perhaps I'm missing what this module is actually supposed to do. In sharepoint I can open and edit documents, and it will keep version history if I want...but this documents module does not seem to actually do anything but manage document meta-data.

Are users even allowed to edit or change documents with SugarCRM?

[sts]

Sugar is no document management system.

In Sugar it is possible to link documents to other objects like accounts, contacts, etc. You can not edit documents, but download one document, edit it and upload a new version of that document (the old version remains unchanged in Sugar).

Version number etc. are the meta information for the document stored in Sugar.

Sugar can not give you access directly to the place where the file is stored since you are working on a client computer while Sugar is running on the server. Client and server can be the same computer, but this is a special installation for very small companies or private persons, not common with CRM systems like Sugar where normally many users work with that software installation at the same time. The server is only able to give you a copy of a document (and this is called "download").

[rafael.q.g@hotmail.com]

What you can do is use some external web document management system (that usually proved a lot of fuctionalities as manage documents versions and edit documents directly on web), then on sugar you can create a new module where you have link field to input the document url of your external system.

Then you can create a relationship between this custom module and the desired modules.

This way all doucments will be stored in the web document management system, and on sugar you will have just links to it.

[jgramlich]

Thanks all, that's what I'll do.