Attachments Overview

You can attach images, audio files, video files, and PDFs in:

• The Main Form of a BP record
• A line item in the Detail Form of a BP record
• The Comments () block of a BP record

The above file formats can be uploaded and attached from any of the following locations:

• Camera
• Document Manager
• Files App
• Gallery

  Note:

  You can record videos by only using the camera. However, you can upload videos from any of the locations listed above.

You can also:

• Attach voice messages
• Attach videos
• Attach files for E-signatures
• Attaching Multiple Photos
• Attaching a PDF with Multiple Photos

If your Image Size setting is set to Select size while attaching, you need to specify a size (resolution) for each image that you attach to a BP record. After attaching the first image, you can change the default. If you select a different setting, such as Small, you can save the changed setting as the default for all subsequent images attached to records.

You can also manually change the default for your account at any time. For more information, see Specifying a Default Size for Image Attachments.

Note:

You can set your preference for a default size. Your default selection does not affect images attached by other users.