Attached Docs (PDF)

Attached docs plan objects are:

• Custom plan objects that allow you to access the list of PDF documents that are stored in the Documents section of your open record within your plan or call plan
• Useful when you need to select one or more PDF documents to print, email, export, or archive with a plan or call plan
• Only able to display PDF documents that are in the Documents section of your record

 

Attached docs plan objects may be viewed from a plan or call plan Table of Contents or from a tab. If enabled, attached docs may also be added to your record overview page as a widget.

From the Table of Contents

1. Open a plan or call plan. If enabled, the Table of Contents is opened by default.

   

    

2. Click the attached docs plan object name to open the plan object.

   

    

3. (optional) Use the expand () and collapse () icons to expand or collapse the plan object for more space.

4. Select the checkboxes for the documents you wish to include in plan or call plan printing, exporting, emailing, and archiving.

   

    

5. Deselect the checkboxes for the documents that you do not wish to include in plan or call plan printing, exporting, emailing, and archiving.

   

    

6. Save or cancel your changes with one of the following options:

   • Click Save to save information without closing the plan object.
   • Click Save & Close to save and close the plan object.
   • Click Cancel to close the plan object without saving.

From a tab

1. Open a plan or call plan.

2. Select the tab the plan object is on, then scroll to find the plan object.

   

    

3. Select the checkboxes for the documents you wish to include in plan or call plan printing, exporting, emailing, and archiving.

   

    

4. Deselect the checkboxes for the documents that you do not wish to include in plan or call plan printing, exporting, emailing, and archiving.

   

    

5. Save or cancel your changes with one of the following options:

   • Click Save to save information without closing the plan object.
   • Click Cancel to close the plan object without saving.

From an overview widget

1. Open an account, opportunity, partner, or your portfolio/territory overview.

2. Click the plan object widget to open it.

   

    

3. (optional) Use the expand () and collapse () icons to expand or collapse the plan object for more space.

4. Select the checkboxes for the documents you wish to include in plan or call plan printing, exporting, emailing, and archiving.

   

    

5. Deselect the checkboxes for the documents that you do not wish to include in plan or call plan printing, exporting, emailing, and archiving.

   

    

6. Save or cancel your changes with one of the following options:

   • Click Save to save information without closing the plan object.
   • Click Save & Close to save and close the plan object.
   • Click Cancel to close the plan object without saving.

Additional resources and help links may be attached to a plan object. These resources provide you with supplementary information and tools, for example, a video, a template, or a quick reference guide.

 

1. Hover over each icon in the top right corner of the plan object to view details.

   

    

2. Click an icon to open the resource. The display behavior of a website or a document is determined by your browser settings. For example, a website may open in a new browser tab or window.

 

If you are viewing a plan object from a tab, then the help links are all under one icon in a drop down list. Click each drop down item to access the additional content.