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Adding a document to the Documents tab
You can upload a document and make it available for other users to view.
- Open an entity record and click the Documents tab.
- Click Add File.
- Browse to the document file.
- In IE, click Browse to navigate to the file.
- In other browsers, select the file from its current location.
- When using Safari, you can add only one file at a time.
- The file is listed in File(s). A green check mark indicates that it was uploaded. A red cross indicates that it wasn't uploaded. To upload successfully, a file must comply with the system file size, type, and number of files settings. These settings are defined by your System Administrator.
- Enter the document details.
- Click Add File to add more files.
- To automatically create a new completed communication record when the Documents entry is saved, select Create Communication.
- Click Save. All uploaded image files are saved. If you selected Create Communication, you can view the completed communication record on the Company Communications tab, and the document entries from the Attachments tab within the communication.
See Also:
Retrieving a merged document from the Documents tab
Adding attachments to tasks
Downloading the CRM plug-in
Tracking documents on the Documents tab
Document Drop
Drop Files Here area
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