Attaching shared documents using Lite Outlook Integration

You can attach documents from the Shared Documents tab in Sage CRM to emails sent from Outlook.

1. In Outlook, click Home | New | New Email.
2. Click the Sage CRM menu and then click Attach Shared Doc. The list of available shared documents is displayed.
3. Select Attach beside the document you want to attach to the email.
4. Click Attach. The selected document is added to your email as an attachment.

For more information, see Working with shared documents.