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