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Retrieving a merged document from the Documents tab
If you sent out a letter to a customer using the Merge Document functionality, and set Create Communication and Save Document letter options to Yes, a copy of the merged document is automatically attached to the communication record and stored in the Documents tab.
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Find the person to whom you sent the letter and open the record.
- Click the Documents tab. A list of all document entries for the person is displayed.
- Click the View Attachment icon beside the document. This opens the document without having to drill into the document entry details.
- Alternatively, click the document link and click View Attachment. This opens the document in a new browser window.
To view the document from the Communication record, open the record and click View Attachment.
See Also:
Adding a document to the Documents tab
Downloading the CRM plug-in
Performing a mail merge
Tracking documents on the Documents tab
Document Drop
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