Attach Files to a Record

Commonly Used To:

  • Store fee agreements
  • Store cover letters
  • Store miscellaneous outside documents pertaining to the record
  • Store global attachments

 

How to Upload an Attachment:

  1. Select the Attachments navigation icon
  2. Click Add from the action menu
  3. Browse for and select the file to upload
  4. The upload will automatically begin
  5. Click Done to close the window

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How to Add a Linked File:

This option is commonly used to store URL as an attachment rather than storing in a field. This is a legacy feature, we now recommend using a field to store this information for easier access.

  1. Click the Attachments navigation icon
  2. Click Add from the action menu
  3. Click the Linked File charm
  4. Give the attachment a description and add the URL to the File Name field
  5. Click Save

How to Add an HTML Page

This option is commonly used to store website pages as an attachment.

  1. Click the Attachments navigation icon
  2. Click Add from the action menu
  3. Click the HTML Charm
  4. Give the attachment a description and paste the web page or HTML into the HTML text
  5. Click Save

 

How to Add a PIN

This option is commonly used as an added level of security for people who approve timesheets. If a PIN is entered the approver must enter the PIN for each timesheet approval. Please note: you must use the Timesheet add on for this to be used

  1. Click the Attachments navigation icon
  2. Click Add from the action menu
  3. Click the PIN charm
  4. Give the email address of the approver, enter a PIN and choose if it will be encrypted to internal users or displayed
  5. Click Save