Browse for a File to Attach to a Record

When you want to attach a file to a record, you can find the file by browsing or searching. The following procedures describe each method.

You can attach an unlimited number of files to a record, but each file can be no larger than 20 MB by default. Contact your administrator to learn if additional file size limitations exist on your system.

1. Click the Attachments tab.
2. Click Add Files and select Browse.
   A window opens and displays the files and folders on your workstation.
3. Select the file to attach.
4. To attach additional files, press Ctrl while selecting the files.
5. Click Open.