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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:

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