Adding and Accessing Documents |
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You can access the Documents page by clicking the Documents sub-tab on the Contact Details page, as shown in Figure 1.
Figure 1 Accessing the Documents Page The Documents page of the Contacts module displays a detailed list of folders and documents stored against a particular contact, as shown in Figure 2. These files and folders are relevant to this contact.
Figure 2 Viewing the Documents Page You can organize your documents in two ways:
To create a new folder and store documents within this folder:
The New Folder page is displayed, as shown in Figure 4.
Figure 3 Viewing the New Folder Page
A new folder by the specified name is displayed on the Documents page, as shown in Figure 4.
Figure 4 Viewing the Created Folder
The Documents page of the new folder "Legal Documents" is displayed, as shown in Figure 5.
Figure 5 Viewing the Documents Page of the Created Folder
The Upload Document page is displayed, as shown in Figure 6.
Figure 6 Viewing the Upload Document Page
The Documents page with the added document is displayed, as shown in Figure 7.
Figure 7 Viewing the Uploaded Document To attach documents directly to the contact, follow the steps listed below:
Figure 8 The Top Folder Page The Upload Document page is displayed, as shown in Figure 9.
Figure 9 Viewing the Upload Document Page
The Documents page with the added document is displayed, as shown in Figure 10.
Figure 10 Viewing Documents Page with the Uploaded Document |