Document management in Relaso CRM

Steps to add document

  1. Go to the Relaso CRM website and log in to your account. (See how to?).
  2. Click on the "Documents" tab. If not found click on the + icon on the top left and look for it.
  3. Click on the New Document button.





  1. In the “Title” field, enter a name for your document.
  2. In the “Description” field, provide a brief description of your document.
  3. Provide the status of the document. This field has 3 options:
    1. Draft
    2. Pending Review
    3. Published
  4. Fill all the necessary fields.
  5. You can give any path to your documentation to be accessed and also set it as ‘Home Page’ if and only if there is no existing documnet set as home page. For example if you provide the path “cources/architecture” then it can be accessed through the public URL generated after saving the document as follows. Note: In order to access the documentation, the status has to be published.
  6. You can also give a ‘Background’ image for your document to make it look more attractive.
  7. You can attach Multiple files if needed.
  8. Click on Save or Save & New.

NOTE: Title is mandatory for the document. And Path is auto-generated as faq/DocName

How to view existing document

  1. Go to the Relaso CRM website and log in to your account.
  2. Click on the "Documents" tab. If not found click on the + icon on the top left and look for it.

  3. Apply the necesary filter in the Document Dashboard.



  4. Relevant documents will be visible on the screen.

You can Search for a particular document from the Document dashboard.

Disclaimer: Not all plans will have this feature. Check your plan features for more details.