Drag N Drop Documents

by Blackant Solutions

Drag N Drop module helps CRM users to create new Documents and relate it to that specific record just by dropping the files into Drag N Drop sidebar widget. The user can upload multiple files at a time. Using Drag and Drop, users can create and relate a document in 2 – 3 seconds which usually take more than 15 seconds.

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#1385 - Selecting category after upload

Closed Feature created by pavanverma 5 years ago

how can we choose category of uploaded document?

  1. blackant member avatar

    Blackant Solutions Provider

    5 years ago

    Hi Pavan,

    Right now, we don't have the option to choose a category while creating the document.

    Do you want any category type to be chosen by default? Or you want to choose the category dynamically on each upload?

    Thanks, Raj

  2. pavanverma member avatar

    pavanverma

    5 years ago

    I want to choose after each upload. Or you can give an option just above canvas to choose the category first then upload the document. If no category selected then will be uploaded without category.

    Take a look at attached screenshot.

    Screen Shot 2018-09-03 at 2.35.14 PM.png

    • blackant member avatar

      Blackant Solutions Provider

      5 years ago

      Pavan,

      We will add this feature in our next release. Once we are done with it, I will let you know here.

      Thanks, Raj

  3. blackant member avatar

    Blackant Solutions Provider

    5 years ago

    Pavan,

    We have added this feature in our latest version (1.0.3). You can download from the store account.

    Features:

    • Can able to set the default value for Dropdown fields from Settings
    • Can able to show drop-down fields below the widget to change the field value on the file drop.

    Thanks, Raj

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  • Supported Versions
  • 7.0.0 to 7.14.2

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