Adding file attachments to the library

This action lets you attach a file attachment to a record (or to a task on a record).

Procedure

  1. Open an application that has the Attached Documents action.
  2. Select the Attachment Library/Folders action, then select the Manage Library action.
  3. Click Add a Document to the Library, then select Add New File.
  4. Complete all necessary fields, and click OK.


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