Add Document: Difference between revisions
From Accelerator for SageCRM
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Revision as of 23:29, 24 January 2012
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.