Creating or Updating a Document Attachment in Salesforce.com |
  
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Creating or Updating a Document Attachment in Salesforce.com |
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When saving a document, the “Create or Update document attachment” checkbox will appear on the Save window.
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If you check this option, an attachment record that refers to the document you are saving will be created (or updated) under the salesforce.com Opportunities Notes & Attachments heading.
When using salesforce.com, you can choose to open this attachment clicking on the “View” link. It will launch QuoteWerks and open the document.
When you open the attachment and the document does not exist in your installation of QuoteWerks, it will be automatically imported. In order for it to be automatically imported, the Look for synchronized data in dtf files option on Synchronization tab of the Tools -> Options menu must be checked.