Attaching shared documents using Classic 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 Email.
2. Fill in the details of the email.
3. Click the Add-Ins menu on the new email window and then click Attach Shared Doc. The list of available shared documents is displayed.
4. Select Attach beside the document you want to attach to the email.
5. Click Attach. The selected document is added to your email as an attachment.