Last Updated on:
March 6, 2025
Purpose
This guide outlines how to attach one or more supported files to a record in the system.
To view this scenario using drag and drop, please see the video below:
Instructions
1. Click the blue icon to attach a supported file type to the attachment field.
2. This displays a pop-up window. Drag and drop the file you wish to upload into the window. Alternatively, choose My Device or Browse Files. Users can also take a picture in the moment to upload by selecting Camera.
3. Choosing My Device displays a dialog box allowing users to select their file(s).
4. Select the desired file(s) and click Open.
5. Click Upload [#] Files.
6. When files are uploaded, they are played next to each other horizontally.