Add An Attachment To A Record

4.27_Add_An_Attachment_To_A_Record

There are three ways to add an attachment to an existing record:

  1. From the user's profile, drag an unassociated file onto the record in the records panel.
  2. Drag and drop your file from file explorer into the record;
  3. Click "Upload Attachments" while viewing the record and selecting your file.