Hi All,
When attaching a document from the Library, while i'm in the Opportunity, it shows up as a shortcut to the document.
We are trying to see if we can add a copy of the document to the Opportunity.
The business use is, using the Library as a place for document templates. Then when a user is in an Opportunity, they can attach a copy of that document to the opportunity, edit it and save it as their own version within the opportunity.
Is this possible? Or is the Library the only place where a document can be edited/versioned?
Thanks in advance.