Is it possible to edit the documents, once they've been attached to Zoho CRM?

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• Where can I view the documents attached from Google Docs in the Zoho CRM system?

  You can view the attached documents under the "Attachments" section in the Record Details page.

• When I edit a document in a Google doc will the changes be reflected in the attached document in CRM?

  No. The documents that you attach and edit in Google Docs will not be reflected in the attached document in CRM.

• Attaching Documents from Zoho Docs

  Zoho CRM now makes it possible to attach files from Zoho Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share ...

• Attaching documents to emails

  In Zoho CRM, you can upload attachments in various places. You can upload attachments in the following: Individual records in CRM In individual emails In the email templates There are file size limits based on where you upload the attachments. Also, ...

• Managing Documents

  Availability Profile Permission Required: View, Create, Modify, and Delete Document Folder permissions in the user's profile. Upload Documents You can upload ten files at a time in the Documents tab of Zoho Recruit. To upload documents Click ...