Attachment fields

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Attachment fields allow the uploading of one or more files into a record.

Attaching Documents

Documents can be attached one of two ways.

Choose Files

Documents can be attached using the Choose Files button. To do so:

  1. Navigate to the record you wish to attach the file to.
  2. On the attachment field, select the Choose File button.
  3. Open the file you wish to attach.
  4. If you wish to attach additional file, repeat the previous step for each file.
  5. Once all files have been attached, press the Save Button.

Dragging Files

Documents can also be attached by clicking and dragging from your file explorer into the system. To do so:

  1. Navigate to the record you wish to attac the file to.
  2. Open your file explorer, and navigate to the files you wish to attach.
  3. Select the files you wish to attach, and drag them over the attachment field.
  4. Once all files have been attached, press the Save Button.

Image Files

Images can be uploaded as attachments into image fields. When uploading an image into an image field, a cropping tool will appear as a pop-up. This will allow you to change the size and position of the image to suit the dimensions of the field.




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