GUIDE STATUS: Status colour GreyGreen title Draft Published
- Navigate to the record that needs supporting documentation attached. In this example, a project record is used.
- Click the attachment icon at the top of the content frame.
- Click the Choose file button in the dialog box that appears.
- Using your system's file navigator, select a file to attach and click Open.
- After your upload is done, the document is attached to the record. To rename the document, follow the Rename an Attached Document guide, and to remove an attached document, take a look at the Remove an Attached Document guide.
- Close the attachment management dialog box by clicking the X in the upper right-hand corner.
- You should see your document attached at the top of the content frame.
Update Log
| Updated By | Date | Notes |
|---|---|---|
Approved by Chris Nelson. Available for OIT use. | ||
| First draft complete. Pending review. | ||
| Initial Creation. | ||
| Anusha Kethineni (Unlicensed) | Updated the page with new UI screenshots |