Add Document

From Accelerator for SageCRM
Revision as of 22:29, 24 January 2012 by Sagecrmw (talk | contribs) (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.

File:Adddocument1.jpg

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

File:Adddocument2.jpg

Select a file to save and click "Open"

You will then be prompted for a note.

File:Adddocument3.jpg

Click "OK"

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

File:Adddocument4.jpg

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