You can attach multiple document templates to an opportunity type. Each new opportunity created from the opportunity type contains its own unique copy of the attached documents , which you can edit as needed for the opportunity.
Note: You can attach only documents that are locally saved on your computer. For this procedure, do not attempt to specify documents that are located in iMIS folders.
To attach document templates to an opportunity type
The Opportunity Type window opens.
The Document Loader window appears.
The Choose File window appears.
Note: If the file Type that you chose does not match the file extension (for example, .doc for an MS Word Document), the upload will fail.
The uploaded document is listed in the Opportunity Type window.
10.6 Production Release. Updated 2/15/2006 4:42:56 PM
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