Document Quick Start Guide ⏯
Add an Embedded Document
To Add an Embedded document or a URL:
- Click 'Add New' and select 'New Attachment' or 'New Hyperlink'
- Select 'Document Type' and fill in details
- Select 'New Attachment' or 'New Hyperlink'
- Click on 'Add file' to browse for the document(s) then select 'Upload'
- Once you have uploaded your document click on the 'X' in the upper right-hand corner of the upload window
- The clear button will delete the selected document
- To add a hyperlink, select 'New Hyperlink'
- Type in the link and click 'OK'
- Click the 'Save' icon to save this document record
View an Embedded Document
From the Document Detail Form:
- Double-click on the name of the document to view from the Document Attachment Object
- The File Download dialog box will appear, select 'Open this file' or 'Save File to a Disk' and click OK
- View the document
When looking for a document in the Document Attachment Object, you can promote the document records to a Document Browse List by clicking “View All” from the linked document window. This functionality offers a better searching and filtering experience in situations where multiple documents are linked to an Activity, Opportunity, Account, or Deal Flow/Case Management record.
Note
To edit embedded documents in Satuit: Open the document, make edits then Save the file and upload to Satuit. Any edits made after the document is opened directly from Satuit will not be reflected unless the document is saved and added to Satuit after the editing. Edits to embedded documents cannot be made directly from Satuit.
In v16.0+ of Satuit the 'Attachments' field, which can be configured to a Document Browse List allows users to download document attachments directly from the Browse List. This enables users to view the document without having to open the full Document Record.
Delete an Embedded Document
To delete an embedded document from the Document Details form, click the 'Delete' button to the document name. Select 'OK' when prompted to remove the document. Click the 'Save' icon on the toolbar to save the changes made to the document record.
Copy a Document to Another Business
To copy a document from one business record to another, click the 'Copy' icon on the current document screen. Search for the business to which you wish to copy the document. Enter the business name and select the appropriate business from the list. Click 'OK'. You will receive a message which confirms that the document has been copied to the selected business.
Attach an Existing Document Record
From any activity, you can select to attach a New or an Existing document record to the activity. Select 'New Document' to add a document that has not been added to Satuit before. Select 'Existing Document' if you would like to search for the existing document that has been added to that business before. Using the 'Pick Document' window enter in search criteria to display existing documents. Select the document and click 'OK'.
Drag-and-Drop
With this enhancement, users will be able to add attachments by dragging and dropping them into the New Attachments window located on the Document Detail form.
Email a Document Record
You can email a document directly from the Document Detail form. The document record will be attached to an email message. Go to the document record and click on the Export this document to an Outlook Mail item icon.
Print Document Detail
To print details of the current document, click on the Printer icon on the Document Detail form.
Attachment Size
To help you manage your storage usage, a field named ‘Attachment Size’ can be configured to the Document tab to show the total size in KB of all attachment files included on the details form.
Additional Contacts on Documents
Documents can have multiple contacts associated with each document. To add multiple contacts, click on the Edit button. If you do not have Additional Contacts on your screen, notify your Satuit System Administrator to have them update the screen configuration.