Upload Methods

Documents can be uploaded from the global Documents manager or from record-level Documents tabs and panels.

Uploading from a Record

1. Open the record's Documents page or panel.
2. Choose Upload.
3. Drag files into the upload area or browse for files.
4. Add an optional Document Name.
5. Add an optional Description.
6. Choose Upload.
7. Confirm the document appears in the list.

Record-level uploads automatically attach to the current record.

Uploading from the Global Documents Manager

1. Open Documents from the main menu.
2. Choose Upload.
3. Select the Attach To record type.
4. Search for and select the specific record.
5. Drag or browse files.
6. Add an optional title and description.
7. Choose Upload.

The Upload button remains unavailable until a record and at least one file are selected.