Attachments

About Attachments

The Administrative Permissions specified in the user's Access Profile determine whether a user can create Attachments, and whether they can view, update, or delete Attachments created by other team members.

Working with Attachments

Adding an Attachment

To add an attachment to a record:

1. ...
2. In the Add Attachment page, enter a Title for the attachment.
3. Enter any text you want to include as a Description.
4. Select No if you do not want the attachment to be Visible to Everyone.
5. Under Select Attachment, enter the name of the document or click the Browse button to find and select the document you want to attach to this record.
6. Click the Save button. The attachment title, owner (you), and the current date appear under Notes and Attachments in that record.