Add Documents to an Entry

Updated 1 year ago by Celina Kwan

You can attach any type of files as documents to Address Book entries, Customer Service cases, Campaigns, and Opportunities.

You can add documents for the current entry in the Address Book, Opportunities, Campaigns, or Customer Service page or for the Address Book entry associated with the current activity in the Hotlist page from the Documents following tab or the Details following tab. You can also add a document to the current entry in the Contacts and Related Entries following tabs.

  1. In the main list, click on the entry to make it the current entry.

– or –

In the Contacts or Related Entries tab of the following pane, click on the entry to make it the current entry.

  1. In the following pane, select the Documents tab,and click Document.

The option applies to only the current entry in the main list.

– or –

Right-click and select Add a document.

This option applies only in the Contacts and Related Entries tabs of the following pane.

– or –

In the following pane, select the Details tab, and under Actions, select Add a document.

The option applies to only the current entry in the main list.
  1. Click Browse and browse to the location of the file, and click Open.

– or –

Drag and drop the file(s) from your Desktop to the Add Document(s) dialog.

  1. Specify properties for the document, such as NameCategoryDescriptionFull access, and Read access.

OR

Click Properties to specify the properties for each document in the list.

This option applies only when uploading multiple files in the Documents tab.
  1. Click OK to save the file(s) with the entry.

 


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