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Using Attachments

You can attach images and voice memos to many record types. Android users can also attach documents to these record types. You can make attachments as a field for Custom Objects 1-15. The following record types support attachments as a related item (requires record type access):

• Account
• Activity - Appointment
• Activity - Task
• Contact
• Custom Object 1-3
• Lead
• Opportunity
• Service Request

NOTE:  Voice memos have a limit of two minutes of recorded time.

To add an attachment

1. While editing an appointment or task, tap the menu icon (lll), then tap Add Attachments. If editing a custom object, navigate to Related Objects and tap Attachments.
2. Click the add (+) button.

   The Create page appears.

3. Tap Add.
4. In the File Type field, choose Image, Audio, or Other (Android only).
5. If you chose Image, then complete the following steps:
   1. Tap the Image icon.
   2. Choose either: Choose Photo (to choose an existing photo in your photo library) or Take Photo.
6. If you chose Audio, then complete the following steps:
   1. Tap the audio (speaker) icon.
   2. On the recording page, tap the Record button and record a voice note.
   3. When done, tap the button to stop recording.
7. If you chose Other (Android only), then complete the following steps:
   1. Tap the Other icon.

      The Open From page appears.

   2. Select the source of the document from one of the options below:
      • Recent
      • Images
      • Videos
      • Audio
      • Downloads
      • Photos
   3. Depending on your document source, you need to navigate to the document within the Android operating system.
8. In the Title field, enter a name for the attachment.

   When displaying a list of attachments, they are sorted by title in ascending order.

9. In the Description field, enter a description of the attachment.
10. Tap Done.

When you have one or more attachments on a record, you can review it, delete it, or share it with others. Use the following procedure to access your attachments.

To access an attachment

1. While editing an appointment or task, tap the menu icon (lll), then tap Add Attachments. If editing a custom object, navigate to Related Objects and tap Attachments.

   A list displaying the attachments to the selected record appears. The list is sorted by the attachment title.

2. To display information about an attachment, tap the attachment record.
3. To get the details of an attachment, tap the attachment record and then tap the information icon (i) in the pop-up. You can then do the following:
   1. To share the attachment with someone, tap the sharing icon (upper left corner) and choose the sharing method (such as mail, message, and so on).
   2. To display an attached image, or document, tap the image or document icon.
   3. To play an audio recording using the device's native audio player, tap the speaker icon.
4. Tap Done.