CM Documents

Contact Management > CM Documents

CM Documents is a repository for documents you “link” with specific Accounts/Contacts.

1. To link a Single Document:
   • Open the document in PinPoint, then click the CM Link button.
     
   • Select the Account/Contact you want linked to the document.
2. To link a Folder:
   • Go to Admin > Manage > Folders
   • Select the Cabinet the folder belongs to, then click Search.
   • Locate the Folder you want to link.
   • Click the CM Link button next to the folder.
     
   • Select the Account/Contact you want linked to the folder.