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.

View in Google Docs from Heap and Torch

Saturday, November 8th, 2008

You can now view files (which are attached to messages) in Google Docs with a just a click from Heap CRM or Torch Project Management. Once you have setup a connection to your Google Docs account, supported files will show up like this:

Once you click on the button, you will see this for a few seconds:

Then you will be forwarded to the document in Google Docs.

You can signup for a Google Docs account at