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To upload a file as an attachment to some record, please complete the steps below:
- Navigate to the record;.
- Click the attachments icon (
);. - Click Browse to open the file browser and navigate to the file;.
- Double-click on the file to add it to the form. You can also drag and drop it from the file browser to the form to attach.
- To add multiple files, please repeat these steps.
- Attached files appear at the top of the form (the attachment icon is followed with a number representing the number of attachments).
- Close the pop-up window to return to the record.
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To delete an attachment that was uploaded earlier, please complete the steps below:
- Navigate to the record; .
- Click the attachments icon at the top of the page;.
- Click the trashcan icon (
) to delete the attachment.
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