Attaching Files Using Menu (the Cogwheel Icon)

You can create a file attachment using Menu in the Attachments view.

To attach a file to a record using Menu

  1. Drill down on a field in the record to which you want to add the file attachment.

  2. Navigate to the Attachments view.

    The Attachments list appears.

  3. Click Menu (the cogwheel icon), and then click New Record to create a record.

  4. In the Attachment Name field, click the select button.

    The Add Attachment dialog box appears.

  5. Click Browse to locate and select the file you want to attach to the record, and then click Open.

    The dialog box and the Add Attachment dialog box close, and the file appears in the Attachments list as an attachment record with the appropriate fields populated.