CRM Documents: Difference between revisions
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The document is downloaded and can be opened from the bottom of the dialog | The document is downloaded and can be opened from the bottom of the dialog | ||
** Please note that this dialog when in as a 365 add-in then the dialog closes when you attach a document as opposed to how it behaves in our windows plugin. | |||
Latest revision as of 08:29, 19 August 2021
The "Shared Documents" dialog will allow users to search for any global documents and attach them to the email or appointment.
This appears in the email compose window and appointment compose windows.
Documents can be filtered
Documents can be previewed by clicking the paperclip icon
The document is downloaded and can be opened from the bottom of the dialog
- Please note that this dialog when in as a 365 add-in then the dialog closes when you attach a document as opposed to how it behaves in our windows plugin.
