06-09-2011 12:19 PM
I have a question about addiing documents to my companies. When I open the document and hit the Act! button and hit attach to Act! it will only attach it to all my contacts. I see that I can add that document to all my companies one at a time, but my question is this: Is there a way to add a document to all companies at once?
06-09-2011 12:40 PM
two options: At the contact level, If you create a history, you can attach a document and then and then you can use the share with option within the History dialog box.
At the company level, you can attach a document directly via the documents tab
Let me know if you have futher questions
06-09-2011 12:51 PM
That is correct. If you create a history, you can share that history accross multiple companies and attach the document to the history. However, you you want to use the history tab, you would be limited to one at a time.