Archive for July, 2011

Need to insert a file into an E-Mail (or E-Mail Template)? Upload it to Google Docs directly from the insert window (Heap CRM)

Friday, July 15th, 2011

Let's say you're working on an E-Mail or (or E-Mail Template) in Heap CRM and you want to insert a Google Doc. But the file isn't upload to Docs yet. No problem, just drag the file directly from your computer and drop it on the "Insert Google Docs" window:

This feature requires a bleeding edge HTML5 API which is only currently supported by Chrome 12+ and Firefox 5+. Safari will add support soon in an upcoming update. IE may add support in version 10.

Upload Any File to Google Docs (Heap CRM and Torch Project Management)

Thursday, July 14th, 2011

Google Docs recently added the ability to upload any kind of file (even if it isn't understood by Docs). And now you can upload any type of file from Heap CRM or Torch Project Management to Google Docs.

If the file is something that Docs can read, it will be converted, otherwise it will just be saved in your Docs account.

"View in Google Docs" has also been updated to exploit this feature: now almost every type of file has some sort of Docs viewer available. In this example, there are options to view two document type files and one option to extract the text from an image: