The Documents tab displays documents attached to the current entry in the Address Book; Opportunities; Customer Service; Campaigns; or Hotlist page.
In the Hotlist page; the Documents tab displays the documents for the Address Book entry associated with the selected task or appointment. Documents are displayed for an appointment only if a single Address Book entry is associated with the appointment.
Keep the following tips in mind when working in the Documents tab:
- Use the buttons at the top of the list to add and delete documents and hyperlinks and to view the properties of the current entry.
- Click the filter icon at the top of the list to filter the documents that are displayed in the tab.
You can filter the list by document date; document type; and document category.
- Use the Show All option to display all documents for the current Address Book entry; including documents belonging to the Company/Individual and all associated Contacts.
If this checkbox is not enabled; only documents belonging to the selected entry are displayed.
This option is available only in the Address Book and Hotlist pages.
- Use the arrows to view the previous or next entry in the main list.
- Click on an entry to open the document.