What
If you see a No Options Available message when trying to add documents to the Document tab in a Contact record, then there is another method that you can use via a separate Documents Grid. This article will explain how that works.
Where
The usual method: Home > Contacts > Documents > click the ellipsis > + New
The workaround: Home > Contacts > Documents > click the ellipsis > See Associated Records > This will take you to the functional Document Grid.
How
The numbered sequence in the screenshots below demonstrates how the No Options Available message is arrived at:
1. Home > 2. Contacts > 3. Documents > 4. ellipsis > 5. + New > 6. No Options Available
If you see the No Options Available message on your system as in the above screenshot, the current workaround is to click the ellipsis and go to See Associated Records - the numbered sequence in the screenshots below demonstrates how that works:
1. Home > 2. Contacts > 3. Documents > 4. ellipsis > 5. See Associated Records > 6. + New
Authored by Muhammad Hussain - Service Desk Analyst @ Mercury