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 you can:
- Compose a message in Microsoft Outlook.
- Drag a document from the Library into the e-mail message in Infor CRM or in Outlook, click , click , select a document, and click .