Add a document as an attachment without uploading a local copy

9 votes

Currently, I can add an attachment as a link or upload it as an attachment. Our pre-sales place a document in our CRM environment. This then ends up in an Shareepoint library. Our internal sales must add this as an attachment to a quote in SalesBuildr. We want to avoid them having to place a copy locally before they can add it. So, I'm looking for an additional way to add an attachment, possibly via drag & drop from this SharePoint library?

Under consideration Suggested by: Inge Van Beers Upvoted: 31 May Comments: 0

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