Uploading Documents And Emails To A Contact Record

Uploading Documents and Emails to a Contact Record

Go to Documents.

Click on Upload Documents>Add Files

Navigate to where your document is stored,

Double click on the document, then click on Start Upload.

Click on Save.

To email the Document, select the document, click on Email Selected,

Then enter the Contact you wish to email this to, enter a covering message, click Send.


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