Managing documents

The Documents tab is available on a company, person, case, opportunity, solution, quote, order, and custom record. It provides an interface to all documents and templates that are stored in the Sage CRM library. From this tab, you can:

• Perform a mail merge using customer details from the current context and link a copy of the merged document to a Sage CRM person record. For more information, see Performing a mail merge.
• Link a copy of a document generated outside Sage CRM to a record. For more information, see Attaching a document to a Sage CRM record.
• View merged and uploaded documents. Click the View Attachment icon beside the document. Alternatively, click the record link and click View Attachment.

The Communications tab is available on a company, person, case, opportunity, lead, solution, quote, order, and custom record. From this tab. you can:

• Link a copy of an email to a Sage CRM record. For more information, see Attaching an email to a Sage CRM record.
• View merged documents and attached emails. Click the View Attachment icon beside the communication name in the Communications list.