How to Setup the FileManager Add-on for Act! CRM (Powered by Corelogix)

In this video we will show you how to set up the FileManager add-on for Act! CRM for your specific needs. 👉 Free Trial : https://corelogix.ca/filemanager-trial-request/ 🌐 Learn more : https://corelogix.ca/products/act-addons/filemanager/ For more insights 📊 from Corelogix—your CRM and productivity experts—visit https://corelogix.ca 0:00 – Introduction Brief overview of what File Manager is and how to install it. 0:44 – Choosing a Document Storage Location 2:22 – File Manager Button Overview 3:22 – Creating a File Structure 5:02 – Accessing the Setup Window 5:36 – Configuring File Manager 11:55 – Configuring the Scanner 14:11 – Linking Existing Records 15:36 – Creating New Contacts and Companies 18:23 – Changing the File Path 19:01 – Migrating Existing Documents 21:17 – Managing Documents 21:50 – Scanning Documents 23:15 – Conclusion