Add Document

From Accelerator for SageCRM
Revision as of 00:31, 25 January 2012 by Sagecrmw (talk | contribs)
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You can now add documents to any entity at any time with the "Add Document" button.

Just click on the button and an "Add File" dialog appears.

Select a file to save and click "Open"

You will then be prompted for a note.

Click "OK"

Within our "Documents" folder a new record is created.