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Attaching a File to a Record

Attaching a File to a Record

Step 1

In order to upload a photo to a data record, there must first be a record to attach a photo to in the system. When you finish entering your data, click the Save button (not Save & New). The data is presented for your review.

Step 1.1

Step 2

Now, you can either click Notes & Attachments at the top or scroll down to the bottom of the entry where you will find the Notes & Attachments section and select Attach File to upload a file.

Step 1.1

Step 3

Click the Choose File button to select a photo, then click Attach File. The photo is uploaded and attached to the data record.

Step 3

You may repeat these steps to attach multiple photos.