Adding documents to records

Documents that have been saved as file system documents in Administration > Setup > Documentscan be linked in the Documents of selected records.

To add a document:

  1. Open a page that supports documents and select a record to which to add a document.
  2. Click the Documents tab.
  3. Select Add a Document.
  4. In the Link Document window, click on the ... button next to the Documents field to search.
  5. In the Documents window select a document, click OK.
  6. Click Save.