Adding an attachment to a record

You can add a file attachment to a record if your schema design supports it. A file attachment can provide additional information about a record.

1. Open the record to which you want to add a file attachment and click the Attachments tab.
2. Click Add.
   The Select Modify Action window opens because adding an attachment requires applying a modify action.
3. From the Action list, select an action and click OK.
4. In the Open window, browse the file system and select the file to attach.
5. Optional: Select the Open as read-only check box.
6. Click Open.
   The Open window closes and the Attachment comment window opens.
7. Optional: Enter a brief file description in the Comment field.
8. Click OK.
   The file attachment appears in the Attachments field. You can open the attachment, save it to another location, or delete it.