You can view documents on the global Documents page or on the Documents page for a specific record type. To open a document, click its link on any page.

Additionally, if you receive an email message that contains a link to a document or document folder, clicking on the link immediately opens the document or document folder. This depends on whether or not you are logged into TeamConnect and have the appropriate rights.

Viewing the Global Documents Area

Based on your access rights, the global Documents area allows you to access all of the documents that you have the rights to view in TeamConnect. You can also use this page to subscribe to a collection of documents that you want to track, such as all documents that are currently checked out for editing, or all documents that were recently added to TeamConnect.

To view the global Documents area

1.Click the Documents tab. 2.Use the Global Documents Toolbar to perform most document-related tasks. Global Documents Page

Viewing the Documents Page for a Record

Several record types have a documents page where you can manage documents that relate to the specified type of record. You can add many types of records to a Documents page, such as court documents, letters, and presentations.

The following record types have a Documents page:

•Accounts

•Appointments

•Contacts

•Expenses

•Invoices

•Projects

•Tasks

Related record types Involved and History also have Documents pages, but those record types must be accessed through one of the record types listed above.

To view the Documents page for a record

1.From your menu, select one of the following options to access the Documents page: oFor Accounts—Click the Finance tab, and then click the Accounts link under the tab bar. In the Name column, click the appropriate account. oFor Appointments—Click the Calendar tab, and then click the Appointments link under the tab bar. Switch to your preferred calendar view and then click on the appropriate appointment. oFor Contacts—Click the Contacts tab, and then click a contact in the Name column. oFor Expenses—Click the Finance tab, click the Expenses link under the tab bar, and then click a link in the Description column. oFor Invoices—Click the Finance tab, click the Invoices link under the tab bar, and then click a link in the Invoice Number column. oFor Projects—Click the All tab, and then click the project type that contains the appropriate project. When the project type window opens, click a project in the Project column. oFor Tasks—Click the Calendar tab, click the Tasks link under the tab bar, and then click a link in the Subject column. The selected record opens to its General page. 2.In the left pane, click the Documents page link. Documents Page for a Contact