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Drop Files Here area

The Drop Files Here area provides a clear drag-and-drop zone for adding files to Sage CRM.

This area isn't available when working with Sage CRM in Internet Explorer or Safari. The Document Drop feature provides similar functionality for users working in IE. Safari users can drag-and-drop onto Add File.

Drop Files Here is available in:

Any Documents tab.
Task Attachments tab.
The Select Or Create a New Template screen when performing a mail merge.
My CRM | Shared Documents if you're a System Administrator or Info Manager with Document Library rights.
Administration | Email and Documents | Document Templates.

To upload successfully, the files must comply with the system file size, type, and number of files settings. These are defined by your System Administrator.

See Also:

Adding a document to the Documents tab

Dropping a document onto the Documents tab

Adding documents to the Shared Documents tab

Document Drop

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