Questions tagged [document-management]
Integration with other systems eg Google, OneDrive, OnlyOffice, SharePoint
5
questions
0
votes
1
answer
33
views
how to disable passport generate document option in civicrm in users profile
I want to disable passport generate document in CiviCRM users dashboard only. Can you please help me how I can do it this option is not available in permissions and display preferences also.
this is ...
- 1
0
votes
1
answer
62
views
Does CiviCRM work with Sharepoint/Googledocs?
I found this question from last year titled document management system. I would like to investigate ways to link CiviCRM to something like Sharepoint/Googledocs. Is there an update to this/some sort ...
- 11
0
votes
0
answers
49
views
Documenten document extension - backfilling documents
I was testing out the functionality of the Documenten extension as it looks promising. (We use CiviCase heavily and are starting to scan some paper files and add them to cases.)
The blog post here: ...
- 2,488
2
votes
0
answers
74
views
Document Managment System
We're looking for a way to use One Drive or Google Docs in a document management system that allows users to log into Civi, open up the documents folder and edit the document from within Civi, without ...
- 93
1
vote
1
answer
35
views
Search for contacts with documents
I am in a process of migrating CiviCRM data to a separate database. I am using the Documenten extension to store some files attached to my contacts and I would like to find the contacts which have ...
- 417