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