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Adding documents to the Shared Documents tab

User Requirement: Info Manager with Document Library Rights

1. Click My CRM | Shared Documents.
2. Click Add File.
3. Browse to the file.
   • In IE, click Browse to navigate to the file.
   • In other browsers, select the file from its current location. Note: 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.
4. Click Add File to add more files.
5. Enter the document details, such as which teams can view it, and if it's associated with a particular entity.
6. Click Save. Uploaded documents are listed in the Shared Documents tab for all users whose primary or display team is the team associated with the document.

See Also:

Document Drop

Drop Files Here area

Shared documents

Accessing shared documents

Filtering shared documents

Editing documents in the Shared Documents tab

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