Attach a file to a record

You can attach a file, such as a scanned document with a signature, to a record, as described in this topic.

To attach a file to a record, use one of the following methods:

• Drag the file:
  1. Go to the window where you want to attach a file to a record.
     If you are in the PL edition of the window, click to leave the list view.
  2. Select the record you want to attach the file to.
  3. Open your file explorer and go to the folder or library where the file is located.
  4. Drag and drop the file to the top part of the window.
     In the top right corner of the window, you will see that the number of files attached to the selected record increases, like this Files (2).
• Use the File upload dialog box
  1. Open the window, and select the record you want to attach the file to.
  2. In the window title bar, click .
  3. Select the file you want to attach, click Open. You now see the name of the file you have selected in the field to the left of the Browse button in the Files dialog box.
  4. Click Upload. The file name is now displayed in the File name column.
     
     Repeat step 3 to 5 if you want to attach more than one file.
  5. Close the dialog box.
     
     The system attaches the file to the record and you can see the number of files attached to the selected record, like this Files (2), in the top right corner of the window.