How do I store documents in Simple CRM from my network scanner?

Simple CRM allows all network scanners to transmit documents directly to it.

To do this, you must enter your personal SIMPLE CRM email in the address book of your network scanner. To do this, go to DOCUMENT -> SCAN NETWORK.

Then tell the scanner that you want to send the scan by email and enter your Simple CRM email address via the scanner address book.

Then you just have to go to Interaction -> Read the inbox.

If necessary, click TYPE and you will see a WAITING EMAIL Interaction.

Enter this Interaction and you will find the scanned documents that you can now link to a company, contact person, project, etc..

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