Documents
Upload files, let NextCRM summarize and classify them, and link them to accounts.
Open Documents in the sidebar. The table lists documents with their Date, Document name, Type, Account, Status, and Assigned to.
Upload documents
Click Upload Documents.
Drop files into the dialog or click to browse. You can add several files at once. Accepted formats are PDF, DOCX, DOC, TXT, and images (JPG, PNG, GIF, WebP), up to 64 MB each.
Click Upload All. Each file shows its progress and then Uploaded.
Before uploading, NextCRM checks whether the same file already exists. If it does, the file is marked as a duplicate and you choose Upload anyway or Skip.
To upload documents straight to an account, open the account and use Upload Documents in its Documents card. Those files are linked to the account automatically.
Processing and AI summary
After upload, each document is processed in the background. The Status column shows where it is:
| Status | Meaning |
|---|---|
| Pending | Waiting to be processed. |
| Processing | Text is being extracted and analyzed. |
| Ready | Done. A summary and type are available. |
| Failed | Processing did not finish. |
Processing extracts the text, writes a short summary, and sets the document type to Receipt, Contract, Offer, or Other. It also makes the document findable in search.
If a document shows Failed, open Details and click Retry.
Find a document
- Filter the table by name: choose Name and type into Filter documents....
- Search the text of names and summaries: choose Content and type into Search in names & summaries....
- Narrow the list with the Type and Status filters. Click Reset to clear them.
- Press ⌘K (Ctrl+K on Windows and Linux) anywhere in the app and type at least two characters. Matching documents appear under Documents in the command menu.
- Documents also appear in the global search. See Getting started.
View a document
Open the row menu and choose:
- Details to see the status, Summary, Type, Version, creation date, linked Account, and Version History.
- View File to open the file itself.
Work with several documents
Select documents with the checkboxes in the first column. An action bar appears with:
- Link to Account: link the selected documents to an account.
- Change Type: set the type to Receipt, Contract, Offer, or Other.
- Delete: delete the selected documents.
Deleting a document removes it and its file permanently. It cannot be restored.
Documents on records and tasks
Accounts, contacts, leads, and opportunities each have a Documents card listing the documents linked to them. To attach a document to a project task, open the task and use Connect to task. See Projects and tasks.