Uploading Files

Upload a file to the field or attachment area intended for that document. This keeps supporting material beside the business record it explains.

Use clear filenames and place each file in the most specific relevant record. A photo of an asset belongs with that asset; a signed approval belongs with the request or order it approved.

File cells may show previews for images and documents. Depending on your access, you can open, download, replace, or remove uploaded files.

You can also attach files as attachments to any records by clicking on '+ Child' and selecting 'File'.