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Add documents to the Doc Center

You can add documents to the Doc Center without attaching them to records. This is useful if you want to add documents in batches or want to attach documents to specific records later.

To do this task

  1. Choose Company > Documents > Doc Center to open the Doc Center.

  2. Select how to add your documents:

    • Browse for and select a document on your computer

      Click the Add a Document icon and browse to find the file. Select the file and click Open. (Ctrl-click or Shift-click to select multiple documents.)

    • Scan a document

      Click the Scan a Document icon. Place a document on your scanner and click Scan. Click Done Scanning when the scanner is through.

    • Drag and drop a document into the Doc Center

      Select the document from your desktop or from within another application, like Outlook or Windows Explorer. Drag it to the Doc Center, and drop it in the drop area. (Ctrl-click or Shift-click to select multiple documents.)

      You can drag an email or attachment directly from Outlook to the drop area. Or easily add multiple documents by dragging a folder to the drop area.

  3. Click Close to close the Doc Center when you're done.

See also

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