Creating or Updating a Linked Document in Outlook or Outlook BCM

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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.