When you want to add a file to a record.

Step-by-step guide

  1. Go to the job or task
  2. Click on the 'attach' button
  3. In the popup window enter the title of the attachment
  4. Select the type of attachment it is
  5. Choose who you want to see the attachment: Just your own company or All
  6. Click on 'Attach' and browse for the attachment OR drag and drop it into the designated area
  7. Click 'Upload'