Adding shared documents

The documents you attach must comply with the file size and type defined by your system administrator. Your system administrator can also limit the number of files you can attach at a time.

1. Select My CRM | Shared Documents.
2. To upload a document through Windows Explorer, select Add File, navigate to the file and select Open.
3. To upload a document using drag and drop, drag single or multiple files from the current location to the Drop files here to attach them area.

   The file is listed in File(s).

4. Complete the Document details and select Save.

Uploaded documents are listed on the Shared Documents tab for all users whose primary or display team is associated with the document.