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Viewing uploaded documents

Last post 04-10-2014 11:16 AM by Method_Adam. 1 replies.
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  • 04-09-2014 2:26 PM

    Viewing uploaded documents

    Reply Contact

    I'm having trouble viewing business cards I uploaded to my leads. All that is shown is the file name under the lead but no link or way to open it. Thank you!

  • 04-10-2014 11:16 AM In reply to

    Re: Viewing uploaded documents

    Reply Contact

    Hi lxavier49,

    On which screen are you trying to view the documents?  Below is a screenshot of the Edit lead screen.  If you were to click on the preview in the Document column, the file should load.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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