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Associating an Attachment with a Reference

The Attachments view lists attachments associated with a reference account. You can add new attachments or view attachments associated with the account. Reference Attachments include account attachments and reference attachments.

This task is a step in Process of Managing Accounts and References.

To associate an attachment with a reference

  1. Navigate to the References screen, then the Reference List view.
  2. Drill down on the Stage field of a reference record.
  3. Click the Attachments view tab.
  4. In the Attachments list, create a new record.
  5. In the Attachment Name field, click the select button, and in the Add Attachment dialog box, click Browse.
  6. In the Choose File dialog box, select the file, and then click Open.
  7. In the Add Attachment dialog box, click Add.
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