---
title: Sage CRM Document Management
description: Here is an overview on how to add document files to Sage CRM.
---

[Equation Tech Blog ](https://www.equationtech.us/sage-accpac-blog)

# [Sage CRM Document Management](https://www.equationtech.us/sage-accpac-blog/bid/50637/sage-crm-document-management)

 Written by [EQ Tech](https://www.equationtech.us/sage-accpac-blog/author/eq-tech) | Thu, Mar 22, 2012

Here is a video overview of Sage CRM's document management feature. This video illustrates how to create documents in Microsoft Word and merging it with Sage CRM customer contact details with templates, and to manage documents using shared templates or Global Templates in Sage CRM.

This is a series of how-to videos. We will be posting them here on our blog periodically. Please be sure to subscribe to our blog to receive updates when new posts are added!

[View full post](https://www.equationtech.us/sage-accpac-blog/bid/50637/sage-crm-document-management)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "EQ Tech"
  },
  "dateModified" : "2016-08-31T20:32:21.492Z",
  "datePublished" : "2012-03-22T17:30:00Z",
  "headline" : "Sage CRM Document Management",
  "image" : {
    "@type" : "ImageObject",
    "height" : 60,
    "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
    "width" : 60
  },
  "mainEntityOfPage" : "https://www.equationtech.us/sage-accpac-blog/bid/50637/sage-crm-document-management",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60.0,
      "url" : "https://cdn2.hubspot.net/hub/41683/file-14053558.png",
      "width" : 177.42857
    },
    "name" : "Sage 300 - Sage Software | ERP Solutions & Applications | Blog"
  }
}
```