Attaching a file

  1. Click the Files tab on the details page of an entity.
  2. Click Upload Files.
  3. Specify the file description in the Description field.
  4. Select Attachment in the Document Type field.
  5. Perform one of these actions:
    • Click Select File, browse to the file you are required to add, and click Open.
    • Browse to the file you are required to add. Drag the file and drop the file in the Upload Files window.
  6. Click Upload.
  7. Modify the Attachment Name, if required.
    Note: By default, the uploaded file name is populated in this field.
  8. Click Submit.