Attach a Document to a Note

Use these steps to attach a document to a note.

To attach a document:

1. Under the Setup menu group, go to Notes > Notes.
2. Use the search filter and/or the Search field to select the note you want to attach a document to.
3. Click Attach Document.
4. In the Attach Document dialog box that opens, click Select files... to open your file explorer.
5. Select the file you want to upload.
6. Click Ok to confirm upload or Cancel to exit without uploading.