Online Help | Desktop App

Adding attachments

You can add attachments (files or links) using the Attachments tab of an open record window. You may also have an option to attach files while performing a workflow action, from the action form.

ClosedTo attach files from the object record window:

  1. Open the record and click the Attachments tab.

  1. Click Attach or press CTRL+SHIFT+A on the keyboard.

  2. In the Open dialog box select a file to attach. To select multiple files, hold down the SHIFT (for adjacent files) or CTRL (for non-adjacent files) key while clicking the files.

  3. Click Open.

ClosedTo attach a link from the object record window:

  1. Open the record and click the Attachments tab.

  1. Click Attach > Link.

  2. In the Link dialog box, enter the link location and optionally description.

  3. Click OK.

ClosedTo attach files from the action form:

  1. In the action window, click Attach.

  1. In the Open dialog box select a file to attach. To select multiple files, hold down the SHIFT (for adjacent files) or CTRL (for non-adjacent files) key while clicking the files.

  2. Click Open.

You can also attach files in the following ways:

  • In the Windows Explorer (or another application supporting copying of files to the Clipboard), copy the desired file(s) to the Clipboard and then attach them by clicking Paste File on the Attachments tab or in the action form.

  • In any application that supports viewing images and copying them to the Clipboard, copy an image or a part of it to the Clipboard, then attach them either by clicking Paste File on the Attachments tab or in the action form. Enter the name and description of the file, choose its format (either BMP or JPG) and click OK.

NOTE: Alternatively, you can attach files or pictures from the Clipboard by pressing CTRL+V or SHIFT+INS on your keyboard.

  • Drag the desired file(s) from the original location to the Attachments tab.

ClosedTo attach files or links that have already been attached to other objects:

  1. On the Attachment tab of the object record window or in the action window form, click Attach > Open Attachment Browser.

  2. In the Attachment Browser dialog box, find a file or link to attach.

  3. Click OK.

Related Information:

Performing workflow actions

Related Information for Administrators:

Workflow Management