Add Document: Difference between revisions
From Accelerator for SageCRM
(Created page with "You can now add documents to any entity at any time with the "Add Document" button. File:adddocument1.jpg Just click on the button and an "Add File" dialog appears. [[F...") |
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You can now add documents to any entity at any time with the "Add Document" button. | You can now add documents to any entity at any time with the "Add Document" button. | ||
[[File:adddocument1. | [[File:adddocument1.png]] | ||
Just click on the button and an "Add File" dialog appears. | Just click on the button and an "Add File" dialog appears. | ||
[[File:adddocument2. | [[File:adddocument2.png]] | ||
Select a file to save and click "Open" | Select a file to save and click "Open" | ||
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You will then be prompted for a note. | You will then be prompted for a note. | ||
[[File:adddocument3. | [[File:adddocument3.png]] | ||
Click "OK" | Click "OK" | ||
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Within our "Documents" folder a new record is created. | Within our "Documents" folder a new record is created. | ||
[[File:adddocument4. | [[File:adddocument4.png]] | ||
Latest revision as of 22:31, 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.
