PDi DMS Link

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PDi DMS Link

If the PDi Document Management system has been purchased, CRM can be linked to your DMS database. This tab will then display all depositories available within CRM and all documents linked to this supplier account.





Use the [Add selected file], [Remove selected] to add documents to the email attachments and then email those attachments to the supplier. Documents can be retrieved and viewed from PDi DMS by double-clicking on them.