CRM Documents

From Accelerator

The "Shared Documents" dialog will allow users to search for any global documents and attach them to the email or appointment.

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This appears in the email compose window and appointment compose windows.

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Documents can be filtered

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Documents can be previewed by clicking the paperclip icon

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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.