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Get link | About Sage CRM editions
Dropping a document onto the Documents tab
- Open the record that you want to link to the document.
- Click the Documents tab.
- Reduce the size of your Sage CRM window.
- Click and drag the document from the current location.
- In IE, drag the document to the Document Drop icon.
- In Chrome or Firebox, drag single or multiple files to the Add File button or the Drop files here area.
- In Safari, drag single files to the Add File button.
- Enter the document details and click Save.
See Also:
Linking email correspondence to a customer
Downloading the CRM plug-in
Tracking documents on the Documents tab
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