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.
To attach files from the object record window:
To attach a link from the object record window:
To attach files from the action form:
You can also attach files in the following ways:
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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.
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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.
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Drag the desired file(s) from the original location to the Attachments tab.
To attach files or links that have already been attached to other objects: