The People Documents tab shows a list of all documents in the person's profile. This is a list of all documents (other than resumes/CVs and cover letters) on file for a person. The Documents tab should be used to store documents other than resumes/CVs, (i.e. reference pages, pre-screen or submittal forms, or previous work samples).
Document types that can be imported: Word, Excel, PowerPoint, PDF, HTML, JPG, GIF, BMP etc.
Document Categories are not specific to individual parent records (such as a Person or Company)
Document Categories are global, and so a Document Category found in a Person Document tab is the same Document Category that is visible in a Company Documents view.
Action Icons for People Documents:
To Sort the Document list, click a column heading once or twice.
To Import a file from a URL, click Import file from URL.
To Print a document, click Print a document
To Clone a document, click Clone selected document and link to person.
To Create a mail merge document, click Create new document via mail-merge template
To Import a single document, click Import document from file.
To Open or View a selected document, click Open document.
To Link a document to this Person, click Link document to current object.
To Email Selected Documents, click Send document by Email.
To Mark multiple documents as email attachments, press ALT+Enter.
To Delete a document, click Delete document.
To Create a new Word document, click Add new document.
To Setup Sub-Documents, drag a document onto a destination document
To Setup Document security, click Set document permissions
Example: People Documents Functionality
Example: Setup Document Access Permissions for a Workgroup
