Managing documents submitted through online forms has just become easier. OpenCRM now supports Automatic Document Categorisation for files uploaded via Jotforms, helping businesses keep their document library organised and searchable from the moment files are received.

Streamline Document Management

With this enhancement, files uploaded through a Jotform can be automatically assigned a predefined Document Type and Document Folder within OpenCRM. This ensures documents are categorised consistently, reducing manual administration while improving filtering, reporting, and document retrieval.

Click here for a full overview of our Jotform integration.