{"id":359,"date":"2011-09-23T10:31:00","date_gmt":"2011-09-23T10:31:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=359"},"modified":"2011-09-23T10:31:00","modified_gmt":"2011-09-23T10:31:00","slug":"attached-multiple-documents-in-the-communication","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/23\/attached-multiple-documents-in-the-communication\/","title":{"rendered":"Attached Multiple Documents in the Communication"},"content":{"rendered":"<p>In the communication list screen we have the Document Drop functionality where we can drag the document and it will open the communication task screen with the attached document. But in this functionality we can attach only one document.  In case of a scenario where you need attach multiple files to a communication on the new screen that is initiate via say, a workflow then the document drop would not be an ideal scenario. Also the user will have to spend more time in attaching multiple attachments to the document by visiting the document tab after the communication has been saved.<\/p>\n<p>As a workaround we thought of providing the document attachment in the communication entry screen itself. Here is how it would look on those communications that are created via the workflow.<\/p>\n<p><a href=\"http:\/\/4.bp.blogspot.com\/-wCFqCcX0CXs\/Tnxg3k_3gpI\/AAAAAAAABrs\/dTMN0LzFYpk\/s1600\/clip_image002.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" style=\"display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 146px;\" src=\"http:\/\/4.bp.blogspot.com\/-wCFqCcX0CXs\/Tnxg3k_3gpI\/AAAAAAAABrs\/dTMN0LzFYpk\/s400\/clip_image002.jpg\" border=\"0\" alt=\"\"id=\"BLOGGER_PHOTO_ID_5655501740011127442\" \/><\/a><\/p>\n<p>The user will just have to browse and upload the documents and the same would be attached to the communication.<\/p>\n<p><a href=\"http:\/\/1.bp.blogspot.com\/-NBKnkkwhdIQ\/TnxhIvfM48I\/AAAAAAAABr0\/2ZbKKwv40v4\/s1600\/clip_image003.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" style=\"display:block; margin:0px auto 10px; text-align:center;cursor:pointer; cursor:hand;width: 400px; height: 237px;\" src=\"http:\/\/1.bp.blogspot.com\/-NBKnkkwhdIQ\/TnxhIvfM48I\/AAAAAAAABr0\/2ZbKKwv40v4\/s400\/clip_image003.jpg\" border=\"0\" alt=\"\"id=\"BLOGGER_PHOTO_ID_5655502034884682690\" \/><\/a><\/p>\n<p>Following the standard Sage CRM functinality, the attachment would be available under Document Tabs for the company and person. If the communciation has been crated under opportunity or case then these documents would be viewed under those tabs as well. <\/p>\n<p><marquee width=\"80%\"><b>If you find this content useful, please drop us an email at <a title=\"mailto:crm@greytrix.com\" href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the communication list screen we have the Document Drop functionality where we can drag the document and it will open the communication task screen with the attached document. But in this functionality we can attach only one document. In case of a scenario where you need attach multiple files to a communication on the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/23\/attached-multiple-documents-in-the-communication\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[994,1651,2030],"class_list":["post-359","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-document-drop","tag-multiple-attachments","tag-sage-crm-7-0"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Attached Multiple Documents in the Communication - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/23\/attached-multiple-documents-in-the-communication\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Attached Multiple Documents in the Communication - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In the communication list screen we have the Document Drop functionality where we can drag the document and it will open the communication task screen with the attached document. 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