Attachments

You can attach files to Organization records, the Client Master, Visits, Cases, Tasks, and Comp Claims – most anywhere you see the Action Center panel associated with any dataform or Org/Contact record. You can attach files and also link to files (such as Google docs and sheets) or a website.

Open

To attach a file:

1. From the Action Center, click Attachments.

2. Click the file folder icon.
   The Upload File + icon becomes available.

3. Click + (Upload File).
   The Upload File dialog opens.

4. Click Choose File.
   
   

   Open

   

    

5. Locate the file and click Open.

6. Click Save.

The uploaded file is now attached to your record.

To link to a file or website:

1. From the Action Center, click Attachments.

2. Click the link icon.

3. Click + (Add a URL Link).
   The Link File dialog opens.

4. In Link, paste a link and then provide a Description.

5. Click Save.

The linked document or URL is now available.