Address Book Documents

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

Info
The list of document types available to organizations is managed through the Organization Documents picklist in the settings.