CRM-NG

Documentation Vault

The how-to for every client, written down and linked to the kit it covers.

Procedures with version history, configuration records tied to real hardware, and a map of how it all fits together.

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Runbooks and procedures in folders, with their status and when each was last reviewed.
Runbooks and procedures in folders, with their status and when each was last reviewed.

Why it matters

The only person who knows how to restore a client's backup is on holiday. The switch configuration lives on someone's laptop. When something breaks at a client you rarely visit, you start from scratch every time, working out again which device does what and which procedure is still current.

Runbooks and configurations in detail

  • Runbooks from templates

    Write procedures in the same editor as the Knowledge Base, starting from a template.

    • Runbook, Onboarding checklist, Offboarding
    • Network overview, Backup & restore
    • Contents panel built from your headings

  • History you can roll back

    Every change keeps a version, so a bad edit is never permanent.

    • Version history with restore
    • Reviewed dates and pinned documents
    • Folders per client

  • Configurations tied to hardware

    A Configuration record can point at the asset and the serial-numbered unit it describes.

    • Set up configuration from an asset or unit
    • Assigning a unit takes it out of stock; archiving releases it
    • Attach exported config files with their source path

  • See how it connects

    Link any record to any other and open the map.

    • Records, assets, contacts, companies and tickets
    • Related panel and relationship map

See it in action

Related: the passwords, items and documents linked to a client, with a note on each link and a map view.
Related: the passwords, items and documents linked to a client, with a note on each link and a map view.

Questions

Are runbooks encrypted?

Yes. Runbook bodies, their version history and their attachments are encrypted at rest.

Can I restore an older version of a runbook?

Yes. Open its version history and restore the version you want.

Do I need the Assets module?

No, but with it a Configuration record can link to the asset and the unit it describes, and warranty dates join the expiry list.

More about Documentation Vault

See Documentation Vault running on your own data.

Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.

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