Your heaviest use of documents will probably involve projects. A project has two ways of uploading and sharing documents. The Attachments button works the same as above. The Documents button, however, gives you powerful source control features. Add a document in a fashion similar to adding an attachment. After uploading the document, BlueCamroo presents you with several new options.
You'll note there's no Browse button. You cannot upload a file over top until you click the Checkout button. Clicking that will bring up a standard download box.
After downloading, the downloader is presented with two primary options. Click Check In upload the updated file. It's good to leave comments, helping other users understand what changes were made. This dialog also has a Send Notification box, check that to alert users you've modified the file.
How to, Project Management
One of BlueCamroo's strengths in the cloud marketplace is it brings a lot of business productivity cloud apps together into a unified package: CRM, project management, customer support, social CRM, social networking reputation managements, email marketing. Well, I could go on. But you get the idea. That said, BlueCamroo is an application you need to invest some time learning. We've done a lot to create a real world default setup and create a number of setup wizards that get BlueCamroo customized for your office environment. We've designed BlueCamroo so you can start using it out of the box for your basic CRM needs and then "ramp up". We spend a considerable amount of time "pouring cold blood" on the interface and wondering how to make it intuitive.
How to, Support