Check that box.Once that’s done, open an Office program such as Word. To the right, there is a setting to Set Google Docs as the default document editor for all CRM users.Select the Manage menu, then select Configuration.This setting locks the word processing option for all users and can only be turned off by this setting as well. Global Change of Word Processorsįor CRM system administrators, there is a new global setting to set Google Docs as the word processor of choice for all users at once. If you select a font you paid for from the font list, or if you use a proprietary Microsoft font like Calibri or Georgia, it will not print as expected from Salsa CRM. Google Docs always defaults to an Arial 12 font, unless you change it. The Default Word Processing Font configurable item from the My Settings menu only configures the Salsa CRM label printing font. The font you select using the Default Word Processing Font will not be used in the Google Docs editor. Once authorized, the Google Account that is linked to your CRM User account will display on this menu.Allow to access your Google Account by selecting the Allow button.Select the account which will be used to access with Google Docs.Under the Google Drive/Docs section, authorize the account that your CRM user account will use to edit documents by selecting the Authorize in Google button.Select Open Google Docs in the section labeled When 'Manage > Documents > Word Processor' is selected.Make sure you are on the Word Processing tab.To configure your word processing option, NOTE: Configure your word processing options prior to working with the Google Docs editor. Salsa CRM gives each user the ability to configure their word processing options for themselves.

Open google drive in word