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Attaching shared documents to Outlook emails (Classic Outlook integration)

When you're logged on to CRM from within Outlook, you can attach documents from the Shared Documents tab in CRM to emails sent from Outlook.

1. Log on to CRM from within Outlook.
2. In Outlook, click New | Mail Message. The new email pane is displayed.
3. Click Attach Shared Doc. The list of documents available on the Shared Documents tab is displayed in a new window.
4. Select Attach for the document you want to attach to the email.
5. Click Attach. The selected document has been added to your email as an attachment.

See Also:

Downloading the Outlook plug-in for Classic Outlook integration

Using CRM from within Outlook (Classic Outlook integration)

Adding contacts: CRM to Outlook (Classic Outlook integration)

Synchronizing appointments and tasks (Classic Outlook integration)

Filing emails from Outlook to CRM (Classic Outlook integration)

Reinstalling the Outlook plug-in for Classic Outlook integration

Uninstalling the Outlook plug-in for Classic Outlook integration

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