Document Editor Launcher for Handelsbanken
Unknown author · Workflow & Planning
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2 items
Description
This extension allows Handelsbanken to edit templates and documents in eKeeper CRM using your system's default document editor. Now you can edit templates and documents stored in your eKeeper CRM by using your preferred desktop editor, such as Word or Excel. This extension streamlines the process of downloading, modifying, and uploading files by allowing you to initiate the editing process from within the CRM - simply use the "open file" button in the webpage to load the documents on your computer. When you have finished your work, you just need to save the document and press the "save and close" button on the webpage to upload it back into eKeeper CRM.