Adding attachments to records

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.

About this task

To add a file attachment to a record:

Procedure

  1. While viewing a record, click Modify on the record form toolbar.
    The record opens in edit mode.
  2. Click the Attachments tab and then click Add.
  3. In the Upload Attachment window, enter the file name in one of the following ways:
    • In the File field, type the fully qualified path and file name.
    • Click Browse. In the Choose file window, browse the directory tree to locate the file, select it, and click Open.
  4. Optional: Enter a comment in the Description field.
  5. Click Add.

Results