Before you can create a reference to an existing document, you need a document type that attaches existing documents instead of creating new documents.

Create a document type to attach files

Click Basic> Setup> Document management> Document types.
Press CTRL+N to create a new document type.
In the Typefield, type an identification for your new document type.
In the Namefield, type a name for your new document type.
In the Class descriptionlist, select Attach file.
In the Grouplist, select File.

Create a reference to an existing document

Select an existing record.
On the Commandmenu, click Document handling.
Click Newand select a document type where Class descriptionis Attach file.
Select the file that you want to attach, and then click Open.

The name of the attached file is automatically entered into the Descriptionfield.
Enter a note about the attached document into the note text pane at the bottom of the form (optional).

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