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Files can be recorded in Sage CRM by dragging and dropping from Explorer.

From Explorer drag a file and drop it on the Sage CRM Accelerator Toolbar

Dragdrop1.png

You will then be prompted for a Note.

Fill in some details on the note

Dragdrop2.png

And Click "OK".

A new record is created in the "Documents" tab

Dragdrop3.png

  • Note: Mutliple files will all have the same single note recorded agains them and each will have a seperate library entry.