Documents Tab

Updated 2 years ago by Celina Kwan

The Documents tab displays documents attached to the current entry in the Address Book, Opportunities, Customer Service, Campaigns, or Hotlist page.

In the Hotlist page, the Documents tab displays the documents for the Address Book entry associated with the selected task or appointment. Documents are displayed for an appointment only if a single Address Book entry is associated with the appointment.

Keep the following tips in mind when working in the Documents tab:

  1. Use the buttons at the top of the list to add and delete documents and hyperlinks and to view the properties of the current entry.

  1. Click the filter icon at the top of the list to filter the documents that are displayed in the tab.

You can filter the list by document date, document type, and document category.

  1. Use the Show All option to display all documents for the current Address Book entry, including documents belonging to the Company/Individual and all associated Contacts.

If this checkbox is not enabled, only documents belonging to the selected entry are displayed.

This option is available only in the Address Book and Hotlist pages.
  1. Use the arrows to view the previous or next entry in the main list.

  1. Click on an entry to open the document.


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