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Tracking documents on the Documents tab

Managing documents relating to your customers, suppliers, partners, and prospects is an integral part of managing your whole relationship with them.

The Documents tab enables you to:

• Link copies of merged documents generated through the system, such as letters and emails, to a customer.
• Retrieve these documents at a later date from within the company or person context for viewing and editing.
• Link copies of any document generated outside of the system to a company, person, sales opportunity, case, or solution.
• Carry out a mail merge using the customer details from the context you're in.

The Documents tab is available within the context of a Company, Person, Opportunity, Case, Solution, Quote, Order, and Custom entity.

Documents in the Opportunity or Case Documents tabs are visible in the Company and Person Library tabs. Documents in the Person Documents tab are also visible in the Company Documents tab (unless the person is not linked to a company).

See Also:

Retrieving a merged document from the Documents tab

Adding a document to the Documents tab

Downloading the CRM plug-in

Performing a mail merge

Document Drop

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