Attach a file

Can I do this task?

1. Open the record that you want.
2. On the Actions toolbar, click the Attach a File button .
3. In the Add Attachment dialog box, type the path and name of the file to attach or click Browse to locate the file.
4. Click Attach, and then click Close.

   The attachment is added as a note.

5. Click Save or Save and Close.

Notes

• To add multiple files, for each file, repeat steps 2 through 4. Each attachment is added as a new note.
• You cannot update an attached file. Instead, save the file on your computer and edit the file, delete the attachment, and then attach the edited file.
• To add an attachment to an e-mail activity, first save the activity, and then on the Attachments tab, click New E-mail Attachment. After selecting or browsing for a file, click Attach.
• The maximum size of the file that you can attach to a record is defined by your system administrator. More information: System Settings Dialog Box - E-mail Tab
• The types of files that can be attached are defined by your system administrator. More information: Manage System Settings