This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
Open the record that you want.
On the Actions toolbar, click the Attach a File button .
In the Add Attachment dialog box, type the path and name of the file to attach or click Browse to locate the file.
Click Attach, and then click Close.
The attachment is added as a note.
Click Save or Save and Close.
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.