Documents Subtask

Use this subtask to enter and view documents attached to the opportunity.

Click New to add a new line and assign documents to the opportunity.

Table Window

Field	Description
Document ID	Enter a unique document ID to identify the opportunity document record.
Date Received	Enter, or click to select, the date the document was received.
Document Type	Enter, or click to select, the document type. Valid values are only those that exist on the Manage Document Types screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Document Types. Only codes that are available in the lookup can be used for new records in Manage Opportunities.
File Location	Enter, or click to select, the location of the document. This is the alternate file location where the document is stored, and from where it will be retrieved. The location can be a network location or a content management location such as SharePoint.
File Name	Enter, or click to select, the file name of the document. This is the file name of the actual document that is stored in the alternate file location.
Description	Enter a description or additional comments about the document.
View Document	Click this button to download the document. When you click this button, a prompt that asks if you want to open or save the document displays.