Attach a file

Can I do this task?

1. Open the record that you want.

2. On the Add tab, in the Include group, click Attach File.

3. In the Manage Attachment dialog box, click Browse to locate the file.

4. Click Attach, and then click Close.

   The attachment is added as a note.

5. Click Save or Save and Close.

   Note

   • To add multiple files, for each file, repeat steps 2 through 4. Each attachment is added as a new note.

   • To update an attached file, save it on your computer, edit it, delete the attachment, and then attach the edited file.

   • To add an attachment to an e-mail activity, first save the activity, and then on the Attachments tab, click New E-mail Attachment. After selecting or browsing for a file, click Attach.

   • Your system administrator sets the maximum file size you can attach. More information: System Settings Dialog Box - E-mail Tab

   • Your system administrator determines which types of files can be attached. More information: Manage System Settings

Related Topics Add a Note or Attach a File Managing E-mail Activities