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Attachments from Library, within an Opportunity

May 05, 2017 at 04:51 PM


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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.

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