Attachments

For Records, you can add Activities, log important Notes and attach important Files such as documents, images or PDFs. These actions are available on the Record View page. 

 To add an Activity:

1. Click on the blue “Add Activity” button
2. Fill out all necessary Activity Fields
3. Click “Save”

To log a Note:

1. Type a Note within the “Submit a New Note” box
2. Click “Add Note” to save it

To attach a File: 

1. Click on the “+” sign
2. Select a File from your computer 
3. The File should now appear under the Files section