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Documents are useful for any information that needs to be saved and referenced later. A few example uses for documents are:

  • Client Notes
  • Reports
  • Proposal Outline
  • Quotes
  • Written Letters
  • Research
  • Contracts
  • Project Updates

Documents in LokCRM are not intended to replace a fully featured tool such as Word but instead are a simplified approach to documents with dynamic capabilities to expedite content creation.

Document Editor

The document editor is a powerful tool for creating documents quickly and includes many dynamic capabilities and features.

Read more in the Document Editor section.

Document Attach

Documents can be attached to any contact, proposal, project, task group, or task for easy organization and dynamic data capabilities.

Read more in the Document Attach section.


Documents have read, write and admin permissions available.

Read more in the Document Permissions section.