Attaching documents to records

You can attach documents to records from within the library or from outside the library (and to task rows within a record).

Procedure

  1. In an application that has the Attached Documents action, click Attachments.
  2. 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.
  3. 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.



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