Attach a Document to a Note
Use these steps to attach a document to a note.
To attach a document:
- Under the Setup menu section, go to .
- Use the search filter and/or the Search field at the top of the workspace to select the note you want to attach a document to.
- Click Attach Document.
- In the Attach Document wizard that opens, click Select files... to open your file explorer.
- Select the file you want to upload.
- Click Ok to confirm upload or Cancel to exit without uploading.
Parent Topic: Notes Procedures