Add or remove documents

Can I do this task?

You can add sales attachments to your sales literature The documents that are created with specific information about products or services and given to customers to help increase sales. records.

If you want to change the file you've attached to the document, you must first remove the attached document. Once you have done that, then you can add (or attach) a new document. When you remove the attached document, the document references, such as the title, author, and keywords, remain.

1. In the Navigation Pane, click Sales, and then click Sales Literature.
2. In the list of sales literature, open the sales literature record that you want.
3. In the Actions group, click Add a Sales Attachment.
4. Enter a title (required field), author name, keywords, and an abstract for your sales attachment.

   Tip

   The author name and keywords can help you find the attachment later.

5. If you want to attach a file to the sales attachment record, click Browse to locate the file, and then click Attach. Attaching a file might take a few minutes, depending on the size of the file.
6. Click Save or Save and Close.
7. On the Sales Literature form, click Save and Close.

Tip

Note

To remove attachments from a sales literature record, follow steps 1 and 2 to navigate to the appropriate area. Under Common, click Sales Attachments. Select the attachments that you want to remove. On the Actions toolbar, click the Delete button . In the confirmation message, click OK. Close the form.