Attach a File to a Kona Conversation, Task, or Event for an Opportunity

Use the Collaboration tab in the Opportunities area to attach a file to a conversation, task, or event in Kona for the selected opportunity.

Prerequisites: The opportunity must be associated with a space in Kona Business, and you must be a member of that space. In addition, the actions you can perform may be restricted by the access rights specified for you in Kona.

To attach a file to a Kona conversation, task, or event, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the search field immediately above the opportunity title to select the opportunity.
3. Click the Collaboration tab.
4. In the lower-left corner of the tab, do one of the following:

   Click...	To display a list of...
   	Conversations for the current space.
   	Tasks for the current space.
   	Events for the current space.

5. Click the title of the conversation, task, or event to which you want to attach a file.
6. Do one of the following:
   • If you are attaching a file to a conversation, skip to step 7.
   • If you are attaching a file to a task or event, click and then click to display the conversation associated with the task or event.
7. Click in the blank comment field at the end of the conversation.
8. Click on the toolbar in the comment field.
9. Locate and select the file you want to attach.
10. Enter any comments you want to include along with the file.
11. Click Send.