Attachments Tab

The Attachments tab lists documents. These could be promotional materials, contracts etc. that have been posted to this object.

Working with Attachments

1) To post a new attachment, click the Attachments tab in the object details section.

2) Click the Upload Attachments link.

3) In the Upload screen click Choose File.

4) In the dialog box, browse to the file you wish to upload, and click Open.

5) If you wish, you can add a description in the Description box.

6) Then, click Upload and your file will appear in the list underneath the object.

Editing Attachments

1. Click the chevron on the right hand side of the attachment.

2) From the drop down, click the Edit option.

3) Make the necessary changes.

4) Click Save to finalise the changes.

Deleting Attachments

1. Click the chevron on the right hand side of the attachment.

2) From the drop down, click the Remove option.

3) The attachment is then deleted.

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