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. Open the window, and then select the record you want to attach the file to.
  2. Open the folder or library where the file is located and drag it to the top part of the window.
• Use the File upload dialog box:
  1. Open the window, and then select the record you want to attach the file to.
  2. On the window title bar, click Files.
  3. In the Files dialog box, click Browse.
  4. Select the file you want to attach, click Open, and then click Upload.

The system attaches the file to the record and increments the counter of files attached to the selected record.

Parent topic:
About using windows