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Attach Files

Add-on

Keep a photo or file with the right record.

Attach Files Overview

Add-on: Attach Files.

A file attachment is a photo or document kept with a record.

Only attach files that belong with the record. Attachments can appear on shared online documents. Keep passwords and other private information out of files you plan to share.

Add and Check Attachments

Use Attachments on the supported sale or order screen. Pick the file and wait for its upload to finish. Stay within the upload size shown.

Check the file name and preview. Save the sale or order, then reopen it to check the file. Use Delete to remove a wrong file before sharing the record.

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