Attaching Files to Records

When the Attachments view is available within a screen, you can attach a file to a record. You can attach files such as Microsoft Outlook email messages, Microsoft Word documents, and image files. The Attachments view allows others who work with the record to access the attachment so that they see the latest information.

The Attachments view is not available in all screens. It appears only when it is beneficial to keep supporting material for individual records, for example, in the Contacts, Accounts, and Opportunities screens.

If you edit files attached to records, then your changes are saved when you step off the attachment record in the application.

Users can edit attachments in the Web application only if Java is available on the client computer. If not, then users must download the document to a secure location specified by the browser, and upload the edited document thereafter. If Java is available on the client computer, then users can edit and save documents in the Web application without an intermediate save location.

You can attach files to records in the following ways:

• Attaching Files Using the New File Button

• Attaching Files Using Menu (the Cogwheel Icon)

• Attaching Files By Moving Files to the Attachments View