Adding an Attachment
Updated
by
Cheryl Wallace
- Click
in the edit toolbar on a screen to open the attachment pop-up. - Click
to add an attachment. - Select the type of attachment: File, Link, or Comments.
- Type the Description (required), then,
- for a File, either
- drag the file and drop it on the Drag file here box
- click Choose File to navigate to and select the desired file.
- for a Link, type the fully qualified web site address or URL including either "http://" or "https://".
- for Comments, type the comments in the text box below the Description.
Mobile devices are limited to opening URLS or hyperlinks beginning with https. Mobile devices will not load URLS or hyperlinks beginning with http.
- Click
to add the attachment, or click 
to cancel the addition.
Attachments are limited to a maximum size of 60MB.
The file is validated to ensure that the file type is correct. This prevents files disguised with a different extension (Example: .exe as .txt).
- Repeat steps 2-5 for additional attachments.
- Click OK to add the attachment.
- Click
on the toolbar to save the attachment(s) to the record.
Remember to save the record after adding the attachments.
See also:
- About Attachments
- Viewing an Attachment
- Editing an Attachment
- Deleting an Attachment
- Attach Screen on TH6 Mobile
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