Address Book Documents
You can attach documents to an organization.
You attach a document to an organization by selecting the organization the document should be attached to, then drag the document onto the page.
You will then be presented with a dialog box to select the document type and, if applicable, the expiration date of the document.
Once a document is attached to an organization, you can right click on a document to:
- View the document
- Download the document
- View and edit its properties
- Delete it
- Make the document Public/Private
The list of document types available to organizations is managed through the Organization Documents picklist in the settings.
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