Documents Tab
This section describes the fields and actions on the Documents tab of the Opportunities workspace.
Tab Fields
| Field | Description |
|---|---|
| Document | This field displays the name of an attached file, which you can also click to download the attachment. |
| Document Type | This field displays the document type of the attachment. |
| Size | This field displays the file size of the attachment. |
| Remarks 1 | This field displays a description or any notes about the attachment.
Update the information as needed. |
Tab Actions
| Button | Description |
|---|---|
| Attach Documents | Click this action to attach a document to the current sales opportunity. |
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Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. |
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Click this icon to maximize the table view. Click this icon to restore the default display size of the table. |
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Click this icon to open the Customize Columns window. |
