Attaching Documents

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Attaching Documents

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You can attach Documents to Records, Progress Updates, Todos, and Events

 

Here are the methods by which Documents can be attached:

 

1. Double-click a Record in any view, and then click the Document Tab

2. Click Add from the Ribbon Control and choose Document

3. Drag and Drop from Email

 

 

clip0048 OR   clip0047 OR clip0050

 

 

Note: When dragging and dropping email onto a record in Mpro, choose the data type such as Progress Update, Todo,

or document.

 

 

clip0051