Managing Documents

Show me how to:

• Download the CRM Plug-in.
• Carry out a mail merge.
• Carry out a mail merge to multiple contacts.
• Upload an image file.
• Create a new mail merge template.
• Create a quote or order template.
• Create a new mail merge template in Microsoft Word.
• Upload a local Word document template.
• Track documents on the Documents tab.
• Retrieve a merged document from the Documents tab.
• Add a document to the Documents tab.
• Use document drop.
• Use the drop files here... area.
• Link e-mail correspondence to a customer.
• Drop a document into the Documents tab.
• Shared Documents.
• Access documents in Shared Documents.
• Filter Shared Documents.
• Add documents to the Shared Documents tab.
• Edit documents in the Shared Documents tab.