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External documents that you receive as email attachments can be filed in document packages. Documents that are generally accessible and should not be linked to a specific record are filed in the "Shared documents" folder.

  1. Double-click the email to open. It is not possible to file attachments from the preview.
  2. In the small pane in the upper right-hand corner, select the documents by left-click, holding down the Shift key for multi-select.
  3. Click on Dokumentenablage File in document package in the toolbar of the small pane.
  4. Select neu New document package to create a completely new package.
  5. Enter the Name of the document package and other fields (Create a document package as a Shared document).
  6. save Save your changes.