Using the Library

• On the Navigation Bar, click Library.

1. Select the folder under which you want to add the item.
2. Click Add File.
3. Select the file(s) you want to add.
4. Click Open.

You may not have access rights to this feature. For more information, please contact your administrator. This feature requires the installation of the Desktop Integration Module.

1. Browse to the file you want to add.
2. On the Navigation Bar, click Library.
3. In the tree view, click the "+" signs to expand the folder to the location where you want to add the file.
4. Drag the file and drop it on the Library view.

If prompted to install Sage SalesLogix Desktop Integration and you want to use this feature, click Yes and follow the steps to install Sage SalesLogix Desktop Integration. In order to complete the install you will be prompted to close all browser windows and Microsoft Outlook.

5. Click OK.

You cannot drag and drop a folder and its contents to the Library. You can only drag and drop individual files.

1. On the Navigation Bar, click Library.
2. In the tree view, click the "+" signs to expand the appropriate folder.
3. In the list, click the File name of the file you want to download.

If your browser opens the attachment instead of saving it to a location on your computer, change your default browser settings to automatically save files instead of opening them. Alternatively, hold down [Shift] and then click the link to download without opening all files except for those with the extension HTML. HTML files are opened in another window.