Document Details

The table below describes the fields that you must complete when you attach a document to a Sage CRM record.


Field	Description
Type	The type of document. Use Email Inline Image for an image. Use Quote for a quote template. Use Order for an order template.
Category	The area of business relevant to the document.
Status	The current status of the document.
Owner	The owner or author of the document. This must be a Sage CRM user.
Team	Users belonging to this team can access the document. None: The document is available to all users.
Description	A short description of the document. Complete this field to help users select the most relevant document, template, or image.
Action	The type of communication record that's created.
Territory	Users belonging to this territory can access the document. Default: The document is available to all users in the default territory of the current user. For more information, see Territory management.
Create Communication and save merged document	A communication record is created and the document is attached to it.
Create Communication (IE only)	A communication record is created and the document is linked to it.