Viewing URL Documents - Document Library

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• Add Attachments and URLs Using the Document Library - Document Library

  Aside from adding attachments to their site's records, users have the ability to add documents directly to the Document Library. You can add files or URLs by following the steps in this article. Navigate to the Document Library To navigate to the ...

• Adding a URL to the Document Library - Document Library

  Users can add URLs to their site's records by uploading them directly to the Document Library. These URLs can be pulled whenever a user clicks Add URL in the Attachments zone of any record in NEXGEN. Navigating to the Document Library To access the ...

• Adding Documents from Different Modules - Document Library

  All modules will allow you to mass upload multiple files “Add From Library.” All files directly uploaded from a specific module as an attachment using “Select File” or “Add URL,” will be added to the Document Library. Go to any module Click on an ...

• Viewing Document Records - Document Library

  Go to Settings -> Document Library Click on a specific record On the right hand side, the attached records will display (the links are clickable and will go to the record)

• Searching for Documents - Document Library

  Go to Settings > Document Library In the Search section, choose either "Document Name" or "Description" to search by Enter a value and click the magnifying glass