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How file uploading works (for new and existing records)

Navigate to Attachments Tab.

 

A user can add attachments in two different ways, by browsing for files or by dragging and dropping files on the Existing Attachments area.

Browsing for Attachments:

Select  

. The new Browse Feature allows multiple files selection from the same location or multiple browse actions to select files from multiple locations. Select the desired files and press Open.

Note: The selected files are added to the list of pending files and are not uploaded yet.

At this stage, you can remove the selected files by pressing  or finish uploading the files by pressing  or Save Record. During Save, all pending files are uploaded.

Dragging and Dropping Files as Attachments

An easier way to handle attachments is to Drag-and-Drop the desired files on the Existing Attachments area. The dragged files are added to the list and follow the same mechanism for uploading as described above.

Open Attachment

To view the contents of an attachment, select the desired file and press  .

Deleting Attachments

Select the desired attachments and press  . Multi-Selection works.