
Before you can begin to manage documents in the
Documents tab, you'll need to add documents to
the tab. Each contact in the database has his or
her own Documents tab.
When you add a document to the Documents tab,
the document is copied into your database
supplemental files. If you have set up
synchronization to also synchronize files in the
supplemental files system, then the files in the
Documents tab will synchronize to and from
remote users.
To add a document to
the Documents tab:
- In the Contact view, lookup a contact.
- Click the Documents tab.
- Click the Add Document button at the top
of the Documents tab.
- Select the document you'd like to add.
The document will be listed in the Documents
tab.