Attaching Documents & Links

The Documents & Links as well as Notes (where applicable) are managed from the Attachments page.

This article details the Documents & Links tab located within the Attachments page.

  1. Navigate to the Edit page of the object where you wish to attach Documents and Links.
  2. Depending on the object either:
    1. Click the Attachments button.
      OR
    2. Click the Attachments link within the menu item.

      Note: The screenshots in this article are taken from the Client Edit page.

  3. Navigate to the Documents & Links tab and click New.

To add Documents

  1. From the Add Documents & Links dialog box, click Add Attachments.
  2.  Click the Add Document button.
    1. Click Browse to upload an individual file. You may also attach multiple files by holding down either the CTRL or Shift key, and selecting more than one file.
    2. Click Open.
    3. You will see your files listed within the Add Documents & Links dialog box.
  3. Or drag files from your computer to attach them to your Note by following these steps:
    1. Open File Explorer.
    2. Navigate to the folder with the documents that you want to upload.
    3. Drag the files to the space where you see: You can drag and drop any document into this area.

      Tip: You can click Cancel to cancel the document attachment process and to return to the previous state of the dialog box where you can choose to include a Link instead, for example, without the need to close it.

  4. You will see your file(s) listed within the Add Documents & Links dialog box.

To add Links

  1. From the Add Documents & Links dialog box, click Add Links .
  2.  Enter the following information:
    1. Name: Enter the Name of your Link.
    2. URL: Enter the URL.
    3. Description: Enter a brief description in the Description box.

  3. Click Save.
  4. You will see your link listed within the Add Documents & Links dialog box.

  5. Click Close to return to the Client Edit Documents & Links page you will notice a counter on the Documents & Links tab, indicating the total number of attachments present.


    You can Filter the list based on All, Documents or Links criteria by clicking the Filter button. When a filter is applied to the list, the Filter icon will display in a blue: .

    Searches can be performed based on Name and Modified By criteria.