Documents/How to Add a Document - Revision history

F.viau at 17:15, 24 October 2014

2014-10-24T17:15:46Z

F.viau: cleaned up steps

2014-10-24T17:09:49Z

cleaned up steps

J.collier at 21:29, 7 June 2013

2013-06-07T21:29:09Z

J.collier: fixed dead-end page; added link back to Documents page

2013-06-07T21:26:08Z

fixed dead-end page; added link back to Documents page

J.collier: J.collier moved page Documents/HowtoAddaDocument to Documents/How to Add a Document

2012-12-02T23:08:07Z

J.collier moved page Documents/HowtoAddaDocument to Documents/How to Add a Document

Technowrites2 at 10:06, 27 September 2012

2012-09-27T10:06:53Z

Technowrites2 at 10:06, 27 September 2012

2012-09-27T10:06:14Z

Technowrites2 at 10:05, 27 September 2012

2012-09-27T10:05:29Z

Technowrites at 19:51, 25 September 2012

2012-09-25T19:51:25Z

Technowrites at 07:46, 17 September 2012

2012-09-17T07:46:06Z

@@ Line 1: / Line 1: @@
-You can attach documents directly to an account or lead, or upload a file directly to the Documents library without attaching it to any company.
+You can attach documents directly to an account, or upload a file directly to the Documents library without attaching it to any company.
 * Starting from the Documents tab, select the folder where you wish to add the document. Click '''New'''.
-* Starting from the Accounts or Leads tab, open the company detail and go to the Related Info section below. Where it says ‘Select a related view’ choose Documents from the drop-down. Click the '''New Document''' button.
+* Starting from the Accounts tab, open the account detail and go to the Related Info section below. Where it says ‘Select a related view’ choose Documents from the drop-down. Click the '''New Document''' button.
 The “Upload File to Fileserver” dialog will appear. Complete the information fields below, then click on the “Save and Close” button to upload the document.

@@ Line 1: / Line 1: @@
-[[File:ScreenHunter_08 Sep. 25 13.47.jpg]]
+You can attach documents directly to an account or lead, or upload a file directly to the Documents library without attaching it to any company.
-.	Use the Folder Tree in the Documents Module Activity Panel to select the folder within which you wish to add a document.
+* Starting from the Documents tab, select the folder where you wish to add the document. Click '''New'''.
-.	Click on the “New” button.  The “Upload File to Fileserver” dialog will appear.
+The “Upload File to Fileserver” dialog will appear. Complete the information fields below, then click on the “Save and Close” button to upload the document.
-.	Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC.
+#'''Document''': Click on the “Browse” button to locate and select the document on your PC.
+#'''Title''': Enter a brief summary of the document in the Title field. ''This field is mandatory.''
-.	Tag the folder as “Public” or “Private.”
+#'''Description''': Put more details in the Description. ''This field is mandatory.''You may enter the same information as Title.
+#''Show in Customer View'': Select "Yes"
-.	Complete the other information fields on the “Upload File to Fileserver” dialog.
+#''Company News'': Select "Yes" if you want the document to appear on everyone’s dashboard
 [[File:ScreenHunter_82 Sep. 25 14.57.jpg]]
 Return to [[Documents]]

@@ Line 1: / Line 1: @@
-After using the Documents Module Activity Panel to navigate to the folder within which you wish to place a document, click on the “New” button.  On the “Upload File to Fileserver” dialog, use the “Browse” button to select a file from your PC.  Complete oth-er information and then click on the “Save and Close” button.
+[[File:ScreenHunter_08 Sep. 25 13.47.jpg]]
-[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
+.	Click on the “New” button.  The “Upload File to Fileserver” dialog will appear.
-:2.	Click on the “New” button.  The “Upload File to Fileserver” dialog will appear.
+.	Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC.
-::3.	Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC.
+.	Tag the folder as “Public” or “Private.”
-::6.	Click on the “Save and Close” button to add your document.
+.	Click on the “Save and Close” button to add your document.
 [[File:ScreenHunter_82 Sep. 25 14.57.jpg]]
 Return to [[Documents]]

← Older revision		Revision as of 21:26, 7 June 2013
Line 18:		Line 18:

	[[File:ScreenHunter_82 Sep. 25 14.57.jpg]]		[[File:ScreenHunter_82 Sep. 25 14.57.jpg]]
		+
		+	Return to [[Documents]]

@@ Line 5: / Line 5: @@
 .	Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to add a document.
-.	Click on the “New” button.  The “Upload File to Fileserver” dialog will appear.
+:2.	Click on the “New” button.  The “Upload File to Fileserver” dialog will appear.
 ::3.	Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC.

← Older revision	Revision as of 23:08, 2 December 2012
(No difference)

@@ Line 2: / Line 2: @@
-[[File:image004.gif|left]]
+[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
-::::::'''''Step-by-Step'''''
-[[File:image050.gif|left]]
-::::::::1.	Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to add a document.
+.	Click on the “Save and Close” button to add your document.
-::::::::2.	Click on the “New” button.  The “Upload File to Fileserver” dialog will appear.
+[[File:ScreenHunter_82 Sep. 25 14.57.jpg]]