Assigning documents, view on documents

The assigned documents generally include contact documents relating to the person or company, not correspondence. You can assign documents in the Documents tab. Here, a relation with the document management is created.

Note: All correspondences and the attached documents are managed as Activities and cannot be found in the Documents tab. If you want to check, for example, which documents were dispatched to the contact, you can select „with attachments“ in the View dialog menu.

Open a contact and switch to the Documents tab.
Select the Select document option (only valid documents are displayed).

See also: Documents and briefcases