Attaching a document to a Sage CRM record

You can attach a document created in another application to a Sage CRM record and make it available for other users to view.

The system administrator can restrict the type of files you can upload. For example, prohibiting EXE or BAT files.
  1. Open the relevant record.
    1. On the top bar, click the Search arrow and click <Entity>.
    2. Enter your search criteria and click Find.
    3. Click the record.
  2. Click the Documents tab.
  3. To upload a document through Windows Explorer, click Add File, navigate to the file and click Open.
  4. To upload a document using drag and drop, drag single or multiple files from the current location to the Drop files here area.
    • In Safari, drag files to the Add File button.

    The file is listed in File(s). A green check mark indicates that it was uploaded successfully. A red cross indicates that it wasn't uploaded. To upload successfully, a file must comply with the system file size, type, and number of files settings. These settings are defined by your system administrator.

  5. Enter the Document Details and click Save.
  6. Click Save.
  7. To view the document, click the record on the Documents tab and click View Attachment. For more information, see Managing documents.