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Add a Document to the Documents Tab

You receive a "Request for Information" from a prospective customer. At present, you have the document saved on your local hard drive. To link this document to the prospect and make it available for others to look at, you can create a new library entry within the context of the prospect company.

To add the document to the company Documents tab:

Find the company.
Click on the hyperlink of the company.
Select the Documents tab. A list of existing Documents entries for the company is displayed.
Select the Add File button.
In IE, use the Browse button to navigate to the file.
For other browsers, select the file(s) you want to add from their current location. The Details panel is displayed, and the File(s) list shows the file(s) you have attempted to upload. The green check mark and red cross icons indicate whether the files uploaded or not. To upload successfully, the files must comply with the system file size, type, and number of files settings. These are defined by your System Administrator. Note: When using Safari, it is possible to add only one file at a time.
Select Add File to add more files.
Fill in the details and add a brief description of the document(s).
Select the Create Communication check box if you want a new completed communication record to be automatically created when the Documents entry is saved.
Click on the Save button. All valid (green check mark in non-IE) files are saved as Document entries. If you selected the Create Communication check box, you also see the completed communication record on the company Communications tab, and the document entries can be accessed from the Attachments tab within the communication.

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