Attaching URLs Using Menu (the Cogwheel Icon)

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

To attach a URL to a record using Menu

  1. Drill down on a field in the record to which you want to add the URL 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. Enter the URL in the URL field, or copy and paste the URL from a Web page into the URL field, and then click the Save to save the record.

    The Add Attachment dialog box closes, and the URL appears as a hyperlink in the Attachments list. You can click this hyperlink to access the corresponding website. If you cannot access the website after adding it as an attachment, then you might not be connected to the network.