Does anyone know how I can attach a single doc to ...
# general
g
Does anyone know how I can attach a single doc to all the customer records in one go? The thought of adding a custom field however would mean having to go into each customer and update. Also, want that anytime a new customer is added, it has the same single doc attached?
r
Not sure exactly where you want to attach. Or what's the use of this document gonna be. But if it's a custom field, then you can store the document in the file cabinet, Set the default value of that field to that document and for existing customers do a CSV upload to set the field internal id to that media item id.
a
Also store the document in your file cabinet. Then make a custom document field then use a workflow to set the field with your document