Import a Document into a Person Record

To Import a Document into a Person Record:

1.From the Person's record, click the Document tab.

2.In the Document tab, click Import Document from Existing Word Document.

3.Browse and select the document.

4.Click Open.

5.Type a document description.

6.Click Save.

To Link a Document to extra Person, Company, JobOrder, Project, Opportunity, Introduction, Event:

1.Select the row that references the Document.

2.Click the icon Show and Manage Links to Selected Document.

3.Click the Add New Link icon.

4.Select one of the following options:

•Add Link to Person.

•Add Link to Company.

•Add Link to Job Order.

•Add Link to Project.

•Add Link to Opportunity

•Add Link to Introduction

•Add Link to Event

5.Search for the required record.

6.Add the link.

7.Click OK.

8.Click Close.