CRM On Demand - Administration (MOSC)

MOSC Banner

Document Management with CRMOD

edited Mar 14, 2012 9:29AM in CRM On Demand - Administration (MOSC) 1 commentAnswered
I'm looking for a document management system that is integrated with CRMOD.  We need the ability to prepare document plans per contact (which documents are necessary), record when a document has been received with notification to the appropriate user, and track the review/approval of documents.  Documents are often used as part of a submission to an outside organization (e.g. college application), so the ability to easily retrieve a copy of a document is important.
Today, we've configured a custom object to be the "Document Library".  With a few clicks, the user is able to load a document.  But, the tracking of document plans, document receipt, and review/approval is a lot of work.  Is there an existing software solution available that keeps us from "reinventing the wheel"?

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center