How to share files to your team members?
1. Click ‘Sync to CRM’ to login CRM.
2. After editing and saving the note, you will see CRM prompt beneath SGN text area,
(You can also use mention tag '@' to notice your team members about the shared file. You must invite the team members first)
click 'Attach a file'.
2. Click on the dashed box to select the file.
3. The file will be uploaded to Google Docs and shared to every one with the link. The shared URL will be automatically inserted into the note.
4. Attachment preview thumbnails will be rendered beneath SGN text area.
Your team member will see the file in the mentioned email notification.