Dropping a Document into the Documents Tab

To drag and drop a document into the Documents tab:

1. Find the company.
2. Click on the hyperlink of the company.
3. Select the Documents tab. A list of existing Documents entries for the company is displayed.
4. Reduce the size of your CRM window.
5. Click and drag the document from, for example, your desktop, onto the Document Drop icon (IE only). In Chrome and Firebox browsers you can drag single or multiple files to the Add File button or the Drop files here... area. In Safari you can drag single files to the Add File button. The Documents Details panel is displayed.
6. Enter the document details and click on the Save button. The Documents list displays the new documents entry (or entries).

Go to Managing Documents home page...

See Also:

Linking E-mail Correspondence to a Customer

Downloading the CRM Plug-in

Tracking Documents in the Documents Tab