Display detailed document information and update document properties.
Required Editions
| Available in: Salesforce Classic |
| Available in: all editions except Database.com |
| User Permissions Needed |
| To view documents: |
Read on documents |
| To update properties: |
Edit on documents |
| To replace documents: |
Edit on documents |
| To move documents: |
Edit on documents |
| To delete documents: |
Delete on documents |
-
To display a document, locate the document on the documents home or list pages, then click
the document name to display detailed information.
-
To update document properties, click Edit.
-
To replace a document with an updated version, click Replace
Document.
-
To email a document to a contact, click Email Document, fill in the
details of the email, and click Send. The document is sent as an
attachment to the email and is logged in the Activity History for the contact. Documents that
reference URLs rather than physical files cannot be emailed. For a document that is an image
embedded in an HTML email template, such as a logo in a letterhead, make sure the document is
marked as Externally Available on the Documents tab so that a user who does
not have a Salesforce username and password can view the image when it is received in an
email.
-
To search for a document, enter search terms and click Find Document. A
list of documents that match your search terms displays. You can search for terms using the
following fields:
-
Document Name
-
Keywords
-
Description
-
To make a document's content searchable, check Document Content
Searchable
-
To view all the documents in a folder, click the folder name.
-
To store a document in a different folder, click Edit, choose a new
folder, and click Save.
-
Deleting Documents - To delete a document, click Delete.
