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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. Navigate to the Attachments view.
4. In the Attachments list, create a new record.