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Attaching Shared Documents to Outlook E-mails (Classic Outlook Integration)

When you are logged on to CRM from within Outlook, you can attach documents from the Shared Documents tab in CRM to e-mails sent from Outlook.

To attach a shared document to an Outlook e-mail:

  1. Log on to CRM from within Outlook.
  2. In Outlook, select New | Mail Message. The new e-mail pane is displayed.
  3. Click on the Attach Shared Doc button. The list of documents available on the Shared Documents tab is displayed in a new window.
  4. Select the Attach check box for the document you wish to attach to the e-mail.
  5. Select the Attach buttton. The selected document has been added to your e-mail as an attachment.

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See Also:

Downloading the Outlook Plug-in for Classic Outlook Integration

Using CRM from within Outlook (Classic Outlook Integration)

Adding Contacts: CRM to Outlook (Classic Outlook Integration)

Synchronizing Appointments and Tasks (Classic Outlook Integration)

Filing E-mails from Outlook to CRM (Classic Outlook Integration)

Reinstalling the Outlook Plug-in for Classic Outlook Integration

Uninstalling the Outlook Plug-in for Classic Outlook Integration