How Do I Attach Files & Links?

Do the following to attach a file or web link:

1. Open the desired screen, say Project.

2. On the grid, select a project record.

3. Click Attachments.

4. On the Attachments screen, click Add File or Add Link to add a file or a web reference to the record.

5. Next, click Browse to choose a file to upload and then click Attach to save it to the default file location. In case of web links, you can copy-paste that in the field provided.

6. When you have finished, click Close.