You can attach documents to records from within the library
or from outside the library (and to task rows within a record).
Procedure
- In an application that has the Attached Documents action,
click Attachments.
- Select one of the following actions to attach documents:
Option |
Description |
From within the library |
Select Add from Library. |
From outside the library |
Select Add New File or select Add
New Web Page. |
- If you added a file from outside the library, add the document
to the library.
In either the Create a File
Attachment window or the Create a URL Attachment window,
you can select the Add document to the document library
for others to use check box.