Performing Actions on Documents
Several actions can be performed on documents attached to a record from the Documents tab.
Complete the following steps to perform an action on a document.
| 1. | Access the Documents tab. |
| 2. | Select the  in the Mark column next to the document you want to perform the action on. |
| 3. | Click the Actions button. |
| 4. | Select an action. |
| 5. | Click Save. |