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We have a requirement to be able to generate lots of documents, e.g., letters and certs etc. for our customers and CRM would provide a quick way to do this using a third party solution. Initially, we thought we could just attach these via notes to the cases or other entities containing the requests but we are now realising that maybe we need to starting looking at this from a document management perspective. We also need to factor in the cost of storage and how to reduce and better manage this.After doing some research, the following considerations started to surface:
We would be very grateful for your thoughts and experiences on this and what solutions you have come up with to meet your needs, also what factors informed your strategy, e.g., user experience, cost of storage, tools used - Attachment Extractor etc., security etc.Thanks in advance!
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