Attaching an Infor CRM SLX Library File

You can attach a sales presentation, marketing literature, or any other document stored in the Infor CRM SLX Library to an Outlook e-mail message. You can insert a Library file with Outlook open, or with Outlook and Infor CRM SLX open.

To attach a Library document:

1. Compose a message in Microsoft Outlook.
2. In Infor CRM, drag a document from the Library into the e-mail message, or in Outlook, click Insert, click Infor CRM Library, select a document, and then click Insert.