Accessing Documents in Shared Documents

To access documents in Shared Documents:

1. From within My CRM, select the Shared Documents tab. A list of documents is displayed.
2. 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