Drag & Drop File and Email Uploader - Documentation

Introduction

The Drag & Drop File and Email Uploader is a SuiteCRM module that enables seamless file and email upload directly from your browser. Simply drag files from your desktop or emails from Outlook and drop them onto any SuiteCRM record.

What This Module Does

• File Upload: Drag any file from your desktop onto a SuiteCRM record to instantly upload and link it
• Email Capture: Drag emails from Outlook to create linked Email records with full metadata
• New Outlook Support: Uses Microsoft Graph API to fetch emails from the new Outlook app
• Automatic Linking: Emails are automatically linked to related Accounts and Contacts

Components

1. SuiteCRM Module - Backend processing and admin configuration
2. Browser Extension - Chrome/Edge extension that creates drop zones on SuiteCRM pages

Supported Environments

• SuiteCRM 7.x and 8.x
• Google Chrome or Microsoft Edge browsers
• Microsoft Outlook (Classic and New)