I have a documentation suggestion and a functionality question regarding the View/Edit feature on the Documents tab. There's an extensive discussion on this at communityhub.sage.com/.../edit-merged-document---crm-2020-r2 however the last entry was 3 years back so I thought I might start a new thread, as my comments are based on CRM 2025 R1. In 2025 R1, users can select an existing attachment on the Documents tab and then press the View/Edit button. This triggers the browser to download the file from the CRM Library. The browser's download frame displays with options for Open, Save and Save As. CRM's details panel also displays a new text area (previously hidden) with 2 steps of instructions and UI elements for uploading a document. The 2-step instructions are: "1. Edit the document, save it and close the editor application. 2. Click Save on this screen to save it back to CRM." The UI elements displayed below this text are a standard Choose File combo-type box and, below that, an Upload button. The instructions make no mention of these UI features. It seems the instructions should have 3 steps, not two: "1) Edit the document, save it and close the editor application. 2) Press the Choose File button below to select and then upload the edited file. 3) Click Save on this screen to save it back to CRM."
The Help file (help.sagecrm.com/.../MD_ViewEditAttachments.htm) is not much better. Step 3 of the Help file says to edit and save the document, but no mention of closing the editor application. I don't believe it's really necessary to close the app. I think that's a bit of legacy text from the old ActiveX implementation. If so, then step 1 of the instructions should just read "Edit the document and then save your changes.".
The 4th step in the Help file says to Upload the file when finished, but doesn't say to hit the Save button on the CRM screen.
In sum, CRM provides two separate sets of instructions which are not in agreement, and neither provides complete and clear guidelines to the end user.
As for the functionality question: are there any plans to streamline this whole process so the user doesn't have to run through so many steps and mouse clicks? I confess I can't think of any way, given the limitations of browser security, other than to pass off the document to the editor app, and then have the user manually upload it back into CRM. Maybe someone more technically creative can come up with a simpler solution. The current model is pretty painful for end users.
