Content Library

Content Library or Documents are a practical tool to add further information to Contacts, Accounts, Leads, Potentials, Products, Invoices, as well as Sales and Purchase Orders.

How to use

The Documents module gives you the flexibility to create folders and save documents in a selected folder. To create a new Folder:

  1. Go to All > Tools > Content Library at the navigation area.
  2. Click on the + Add Folder button as shown below:

    content-library

    Once you have clicked the button, your screen should appear just like the figure below:

    content-library1

  3. Enter Folder information. Fields marked with an asterisk [ * ] are mandatory.
  4. Once done, click the Save button to transfer your data to your Second CRM database.

This feature enables you to create documents and share them with other users in Second CRM. To create a new Document:

  1. Go to All > Tools > Content Library at the navigation area.
  2. Click on the + Add Document button as shown below:

    content-library2

    Once you have clicked the button, your screen should appear just like the figure below:

    content-library3

  3. Enter title, select folder and assign the document to a user. Fields marked with an asterisk [ * ] are mandatory.
  4. At the File Detail block you can select Download Type as Internal or External as shown below:

    content-library4

    • Select Download Type as Internal if you wish the document to be downloadable from Second CRM.
    • Select Download Type as External to provide an URL of your external file location from which the file can be downloaded
      • Once done, click the Save button to transfer your data to your Second CRM database.

You may also add documents directly from certain Second CRM modules. This is a highly recommended and beneficial feature which enables users to attach signed contracts or fax receipts and even presentations or proposals to a particular module. It will help users in recapping the history of a project as well. To attach Documents:

  1. Go to the respective module and click on any record to which you would like to add a document.
  2. While in the summary/detail view of the record, on the right side, find and click on the Content Library tab as shown in the example below:

    content-library5

  3. Choose Select Content Library to attach existing documents OR choose + Add Documents to add a new document.


Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.