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Maybe it is better to paste my question in this community: 

 

The challenge here is to make the document files in IFS available for persons who currently are not working in IFS. The sales representatives are not using IFS now, but they need to find the signed contracts (which are stored in IFS.

This question is coming from a Customer who also works with Mobile Work Order. Maybe this can also be a solution. So set an equipment structure for the customers and connect documents to the equipment. So MWO will be used only to find any document, not for working with work orders.

But the CRM Companion sounds more where is meant for!

Thanks,

Robert

Hi @EqeRobertK ,

Probably you have found a solution already.

When comes to CRM Companion in apps9, it supports only few CRM LUs(tables) and handles docman connections on those and needs login as well.

So not sure you can view docman documents which are connected to other LUs from this app.

I have uploaded a document about CRM companion in other group.

Best regards,

Masheesh

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