Yes. The IntelliPad CRM’s Outlook Options dialog can include a path name to a document or other type of file anywhere on the firm’s server, and a description for the clickable link such as “Miller Johnson CRM Help for Attorneys.” These options are published to all Outlook users in the firm. When present, the link to the help file is located in the IntelliPad area at top of the contact information. Users open the document or spreadsheet with one click; it opens on top of the contact form and when closed, the user remains in the contact form.