Attach Documents to the Solution

Attach Documents to the Solution

Attaching from Local Drive

You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive.

To attach files from local drive

  1. Click the [Module] tab.
    Module refers to Leads, Contacts, Accounts, etc.
  2. In the [Module] Home page, select a record for which you want to add an attachment.
  3. In the [Module] Details page, under Attachments related list, click the Desktop link.
  4. In the Attach File pop-up, do the following:
  5. Browse and select the file that you want to attach.
  6. Click the Attach More Files link, if required.
  7. Click Attach. The attached files will be available in the Attachments section.

Note

  • The Attachments section is available in all modules except Dashboards, Reports and Forecasts.
  • You can attach a maximum of 5 files (at a time).
  • The total size of all the attached files should not exceed 20 MB.

  • Attaching from Docs

    CRM now makes it possible to attach files from Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share business information easily with instant access to files.

    Benefits

    • Save time by sharing documents easily.
    • Share and manage all documents, spreadsheets and presentations within the marketing, sales or support teams.
    • Have a single, final version of all documents that are shared.

    Availability

    Profile Permission Required: Users with the permission to Attachments in profile can access this feature.

    Attach Files from Docs

    To attach files from Docs

    1. Click the [Module] tab.
    2. Select a record to which you want to attach documents.
    3. In the [Module] Details page, under Attachments, click the  Docs link.
    4. In the Attach from  Docs page, select the required document(s), spreadsheet(s) or presentation(s).
    5. Click Attach.
      The file will be available in the Attachments section.

    Note

    • The Attachments section is available in all modules except Dashboards, Reports and Forecasts.
    • You can attach a maximum of 5 files (at a time).
    • The total size of all attached files should not exceed 20 MB.

    Attach from Google Drive

    Key Features

    • Connect to Google Drive with just a click of a button.
    • Attach documents from Google Drive into CRM without the hassle of downloading.
    • Share documents and work together in real time.
    • Authenticate Google credentials only the very first time you want to attach a file.

    Availability

    Permission Required: CRM users can attach documents to the CRM modules as per the role-based security

     

    To attach files from Google Drive

    1. Sign in to CRM.
    2. Select a record from the required module. (eg. Leads, Potentials, Contacts, etc)
    3. In the [Module] Details page, click the Google Docs link under Attachments related list.
    4. In the Attach from Google Documents page, click Authenticate Google.
    5. In the Google Docs login page, enter the user name password of your Google Account.

      Note

      • If you are already logged into Google Drive, you will be redirected to the Grant Access page.
    6. Click Grant Access in the Google Accounts page, to enable CRM access Google Drive.
    7. From the Attach from Google Documents window, select the required document(s), spreadsheet(s) or presentation(s).
    8. Click OK to attach the file. The file will be available in the Attachments section.

    Note

    • You need to authenticate your Google credentials (first time only).
    • The Attach from Google Docs option is available in all modules except Reports, Dashboards and Forecasts.
    • You can attach only those files that are already available in Google Drive.
    • Your Google credentials are not stored anywhere in CRM.
    • You can attach a maximum of 5 files (at a time) and the total size of the file(s) should not exceed 5 MB.

    • Related Articles

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    • If I do not have any documents in Google Docs, can I create one from the "Attach from Google Docs" page?

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