A document that was previously stored for an existing data record in the database can be linked to a new letter and opened by the recipients by double-clicking on the link in the letter text if they also have access to the database.
Place the cursor at the desired position in the letter text or select the desired text.
Click on Insert database reference > Link. A list of all available tables sorted by the tabs of the function bar opens. Ex: You can search for a letter or email via Communication > Letters/emails. You can search for a document that has been filed for another data record via Templates > Document packages. You can search for a document that has been stored in a directory via Basis > Directory objects.
Alternatively, open the list of available tables by right-clicking on the selected text.
In der Suche nach Dokumentenpaketen ist standardmäßig der Ablageort „Allgemeine Dokumente“ vorbelegt. Klicken Sie auf die Aufklappliste, um in einer anderen Ablage zu suchen.
Select the desired table if you know the storage location of the document (account, event, etc.).
At the very top of the selection window Select all rows, if you assume that the document is in one of the tables offered for selection.
Select at the top of the selection window Discard selectionif you do not know the filing location and Apply you.
Click on Search and select the desired document from the list of search results.