Adding shared documents

1. Click My CRM | Shared Documents.
2. To upload a document through Windows Explorer, click Add File, navigate to the file and click Open.
3. 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.

4. Enter details for the shared document. For more information, see Document Details.
5. Click Save. Uploaded documents are listed in the Shared Documents tab for all users whose primary or display team is the team associated with the document.