Accessing Documents in Shared Documents
To access documents in Shared Documents:
- From within My CRM, select the Shared Documents tab. A list of documents is displayed.
- Click on the View Attachment icon next to the file you want to open, or select the document hyperlink and then click the View Attachment button from the Document Details screen.
Go to Managing Documents home page...
See Also:
Document Drop
Shared Documents
Filtering Shared Documents
Adding Documents to the Shared Documents Tab
Editing Documents in the Shared Documents Tab