To Email Company Document(s) as Attachments:
1.Open the People > Documents tab.
2.Multi-select documents in the documents list.
3.Click the E-Mail Selected Documents icon.
4.The selected documents are attached to the Email form
5.Either click the DFE Address Book icon to select a recipient's email address from the database.
6.Or click the TO... icon to select a recipient's email address from the external email address book.
To Delete a Company Document:
1.Open the Companies > Documents tab.
2.Select the Company document.
3.Click Delete.
4.Confirm the deletion request.
To Create a Company-related Word Document:
1.Open the Companies > Documents tab.
2.Click the Create New Company Document icon. MS Word opens.
3.Enter content into the Word document.
4.Click the Close Word icon (X) at the top right corner of the window.
5.Click Yes to save the document.
6.Enter a document name.
7.Click OK or Cancel.
8.The document is saved in the database, with a reference to it in the Documents tab.
To Attach People Document(s) to an Email:
1.Open the People > Documents tab.
2.Multi-select documents in the documents list.
3.Click the E-Mail Selected Documents icon.
4.The selected documents are attached to the Email form.
5.Either click the DFE Address Book icon to select a recipient's email address from the database.
6.Or click the TO... icon to select a recipient's email address from the email address book.
To Link a People Document to other Objects:
1.Select a document in the People > Documents tab.
2.Click the Show and Manage Links to Selected Document icon.
3.Click the Add New Link icon, 
.
4.Select one of these options:
•Add Links to People
•Add Links to Companies
•Add Link to Project
•Add Link to Job Order
5.Find and select the object.
6.Add the required Link(s).
7.Click OK.
8.Click Close.