When you want to add a file to a record.
Step-by-step guide
- Go to the job or task
- Click on the 'attach' button
- In the popup window enter the title of the attachment
- Select the type of attachment it is
- Choose who you want to see the attachment: Just your own company or All
- Click on 'Attach' and browse for the attachment OR drag and drop it into the designated area
- Click 'Upload'
