QuoteWerks Help > CHAPTER 9: Contact Management Integration > Outlook and Outlook Business Contact Manager Integration > Writing Information Back to Outlook or Outlook BCM > Creating or Updating a Linked Document in Outlook or Outlook BCM

Checking this option will create a linked document record under the Activities tab in Outlook as a Journal Entry.

Note:

If you have checked the box Look for synchronized data in dtf files on the Synchronization tab of the Tools -> Options menu, the “Create or Update Linked document” option will be automatically checked and unchangeable each time you save a quote.

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