Table of Contents

OA Desktop Apps Guide Phone Book Edit Contact Screen Contact Tab Notes Tab My Notes Tab Fields Tab Folders Tab Categories Tab Log Tab Background Intel Contact Links Tab Doc Links Tab Terms and Conditions

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OA Desktop Apps GuidePhone BookEdit Contact ScreenContact Tab

Doc Links Tab

The |Doc Links| tab is used to link files (such as .pdf, .docx, .jpg) directly to your contact. To link a .pdf file (or any file) to a contact, search for and edit a contact. Click the |Doc Links| tab, then click the |Create New| button. From the |Add Document Link| tab browse to the path on your drive where the file exists, select it, then click the |Open| button. When prompted, provide a description for the attached file and click |OK|.

Select File to Link

Attached documents will be displayed within the Doc Links pane. You can add additional doc links via the |Create New| button, delete linked files via the |Delete| button, modify a doc link description using the |Edit| button, open a file using the |Open File| button and open a file's containing folder using the |Open Path| button.

Attached Document

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