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 section, go to Notes > Notes.
2. 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.
3. Click Attach Document.
4. In the Attach Document wizard 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.