Documents

EspoCRM provides the ability to store documents. By default, the Document entity type has many-to-many relationships with Account, Opportunity, Contact, and Lead. An administrator can create relationships with other entity types.

Folders

Folders allow to group Documents. Document Folders are presented as a hierarchical tree structure. Each folder can contain sub-folders.

The Document Folder is a separate entity type. Access to it can be controlled by Roles.

Sending in email

While composing an email, there is the ability to add a certain document as an attachment.

Creating from email attachment

It's possible to create a Document from an Email attachment. On the Email detail view from the dropdown at top-right corner, click Create Document. The email should have at least one attachment to be able to create a Document from it.

Uploading documents in attachments

It's possible to upload existing Documents directly in Attachment-Multiple fields. This ability can be enabled for a specific field at: Administration > Entity Manager > {Entity Type} > Fields > {your Attachment-Multiple field}. Add Documents to the Source List.