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CRM Documents BlueRockTEL

Document Management in BlueRockTEL

By BlueRockTEL Team

Attaching Documents to Customer Records

BlueRockTEL allows you to attach multiple documents to a customer record, with no limit on the number of files. The most common uses are storing signed purchase orders or banking details, but the platform accepts any file type: PDFs, images, Office documents, and more.

Automatic Synchronisation to FTP

A notable feature is automatic synchronisation. When documents are added via the web interface, they are simultaneously stored in your BlueRockTEL FTP space, following a directory structure that mirrors your customer record organisation.

This structure makes it straightforward to set up local synchronisation on your own servers, without complex configuration.

Practical Use Cases

  • Signed purchase orders — Keep the contractual proof directly in the customer record
  • Bank details and SEPA mandates — Centralise banking information without leaving BlueRockTEL
  • Technical reports — Attach installation or intervention summaries
  • Contracts — Archive signed contracts for one-click access from the customer record

Centralised Document Management

Centralising your documents in BlueRockTEL means no more switching between your business software and shared folders. Everything is accessible from the customer record, by any authorised team member, at any time.

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