Assigning documents

New local documents can be moved to the Documents tab using drag and drop. This automatically creates a record, and a relation between the marketing action and document management is established. Exist­ing valid document records can be assigned in the tab using the Select document function.

1. Open a marketing action and switch to the Documents tab.
2. Click the Select document button. The selection dialog for documents opens.
3. Establish relationships with selected records.
4. Save the record!

In the list of the Documents tab, documents from the document management can be put in relation to the record displayed in the form.