Follow these steps to add an attachment to a record using the attachment tab's context menu:
- Open a record and select the Attachments tab.
- Select a category for the attachment, if applicable.
- See Working with Attachment Categories for more information.
- See Working with Attachment Categories for more information.
- Right-click in the attachments area of the tab and select New Attachment from the pop-up menu.
- In addition, if you select a category for the attachment, you can create a new attachment by right-clicking the category and selecting Add Attachment from the pop-up menu.
- An Add File dialog appears.
- In addition, if you select a category for the attachment, you can create a new attachment by right-clicking the category and selecting Add Attachment from the pop-up menu.
- Use the Add File dialog to locate the file or files you want to attach the record. Select the file(s) and click Open.
- The file name appears in the Attachments list. Note that the attachment only appears after you have selected the category to which the attachment belongs. If you selected multiple files, each file is added as a separate attachment.
- The file name appears in the Attachments list. Note that the attachment only appears after you have selected the category to which the attachment belongs. If you selected multiple files, each file is added as a separate attachment.
- Save the record.
- When one or more attachments have been added to a record, the number of available attachments appears to the right of the Attachments tab title. This is a visual indicator that the record has attachments.
- When one or more attachments have been added to a record, the number of available attachments appears to the right of the Attachments tab title. This is a visual indicator that the record has attachments.