How to Add/ Attach/ Associate a File to Records Follow

Topics Covered:

• How to Attach a File from Record Detail View
• How to Add a File from Record Preview
• How to Download a File
• How to Remove a File
• File Storage Limitations by Plan

How to Attach a File from Record Detail View

To attach a file from Record Detail View,

• Navigate to the required Module from the left menu bar accessing the Listing View(Contact, Company, Deal, Custom Module, Tickets)

• Select the desired record and open it in the Detail View.
• Locate the Files Widget and click on the Attach File option.

• A pop up will open to Upload Files.
• Here, you can either drag and drop a file or simple select one from your system.
• You also get an option to attach a file from your Google Drive.

• After selecting the file, click Attach to link it to the record.

• The file will successfully get attached and will be visible under Files Widget.

How to Add a File from Record Preview

• Navigate to the required Module from the left menu bar accessing the Listing View(Contact, Company, Deal, Activities, Custom Module, Tickets, Product)

• Select the desired record and open it in the  Preview.
• Click on the three dots on the top right corner
• Select the Add File option to add a file to the record.

• A pop up will open to Upload Files. (Follow the above steps to attach a file)

How to Download a File

To Download a File,

• Navigate to the Record's Detail View.
• Click on the File under Files Widget to Download it.

How to Remove a File

To Remove a File,

• Navigate to the Record's Detail View.
• Click on the three dots next to the attached file under the File Widget to Remove it.

File Storage Limitations by Plan