Drop Files Here... Area

The Drop Files Here... area provides a clear drag-and-drop zone for adding files to CRM.

Drop Files Here... area

Note: The Drop Files Here... area is not available when working with CRM in Internet Explorer or Safari. The Document Drop feature provides similar functionality for users working in IE. Safari users can drag-and-drop onto the Add File button.

Drop Files Here... is available in:

• Any Documents tab. For example the Documents tab within the context of a company.
• The Attachments tab within the context of a task.
• The Select Or Create a New Template screen when performing a mail merge.
• My CRM | Shared Documents if you are a System Administrator or Info Manager with Document Library rights.
• Administration | E-mail and Documents | Document Templates.

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.

Go to Managing Documents home page...

See Also:

Add a Document to the Documents Tab

Dropping a Document into the Documents Tab

Adding Documents to the Shared Documents Tab

Document Drop