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    Appending Salesforce files to a Document Package from a record's Notes and Attachments section

    Status: Validated

    TOPIC
    How to append Salesforce files to your Document Package from a record's Notes and Attachments section.
    INSTRUCTIONS
    1. Select either "Allow Document Storage" (for the option to select files) or "Require Document Storage" (to require files).
    2. Select "Attachment" from the "Store As" field.
    Additionally, the "Notes and Attachments" files can also be re-arranged within each other by drag and dropping the files up or down.
    ADDITIONAL INFORMATION
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