Attach files

You can attach one or more documents to a record by uploading them from your device. You can also link to an existing attachment using the Look up option.

Note: You agency may have set limits on file size and/or file type. The Batch upload window lists these limits at the top as you add a new attachment.

To attach one file

Find and open the record to which you want to attach a document.
Select the Documents tab.
Select New.
Complete the required fields and others as needed.
Select Add.
Select the file you want to attach.
Select Open.
Select Save.

To attach multiple files

Find and open the record to which you want to attach the documents.
Select the Documents tab.
Select New.
If you want certain options to apply to all documents you will attach, select or enter those options in the appropriate fields.

Example: You plan to attach five documents that belong to the same document group, so you select that document group from the Document group/category list.
Select Add.
Select the files you want to attach. The files must be in the same folder on your device.
Select Open.
Under Apply definitions to selected, complete the required fields and others as needed.
Note: To apply the same options to multiple documents:
1. Select the desired options in the fields at the top of the page.
2. Under Apply definitions to selected, select the attachments to which you want to apply the options.
3. Select Apply definitions to selected.
Select Save.

To link to an existing attachment

Find and open the record to which you want to attach the documents.
Select the Documents tab.
Select Look up.
Select the check box next to the attachment and select Select.