Attaching files

You can attach files to a record using the Attachments pane.

  1. On an entity record, open the Attachments pane by clicking the Attachments icon.
  2. Click Upload/Add Attachments.
  3. You can attach a file in two ways:
    Option Description
    Upload Files Click the upload icon to browse for the file that you need to upload.
    Add from library Select files from the document library.
  4. Click ADD.