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.

 

Contacts_details

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.

 

contact_document_list

Figure 2 Viewing the Documents Page

You can organize your documents in two ways:

a.Create a new folder and store documents in this folder. Attach the folder to the contact.
b.Attach documents directly to the contact.

To create a new folder and store documents within this folder:

1.Click New Folder, as shown in Figure 3.

The New Folder page is displayed, as shown in Figure 4.

 

contact_document_folder

Figure 3 Viewing the New Folder Page

2.Enter the Name of the folder and click Save.

A new folder by the specified name is displayed on the Documents page, as shown in Figure 4.

 

contact_document_newfolder

Figure 4 Viewing the Created Folder

3.Click the folder name, as shown in Figure 4.

The Documents page of the new folder "Legal Documents" is displayed, as shown in Figure 5.

 

contact_documents_newadd

Figure 5 Viewing the Documents Page of the Created Folder

4.Click Submit File to add new documents to this folder, as shown in Figure 5.

The Upload Document page is displayed, as shown in Figure 6.

 

contact_document_uploaded_file

Figure 6 Viewing the Upload Document Page

5.Enter the Subject.
6.Click Browse. Select the document to upload and click Open on the Choose file window and click Upload, as shown in Figure 6.

The Documents page with the added document is displayed, as shown in Figure 7.

 

contact_documents_uploadedfile

Figure 7 Viewing the Uploaded Document

To attach documents directly to the contact, follow the steps listed below:

1.Click Submit File, as shown in Figure 8.

 

contact_document_list

Figure 8 The Top Folder Page

The Upload Document page is displayed, as shown in Figure 9.

 

submit_file

Figure 9 Viewing the Upload Document Page

2.Enter the Subject.
3.Click Browse. Select the document to upload, click Open on the Choose file window and click Upload, as shown in Figure 9.

The Documents page with the added document is displayed, as shown in Figure 10.

 

uploaded_document_contacts

Figure 10 Viewing Documents Page with the Uploaded Document