How to Attach a Document to a CRM Record

A document can be attached to a CRM Record in the Support/Comments section of the record.

Steps

1. In the left navigation pane, click ‘CRM’.
2. Click the record you are trying to edit.
3. Click ‘Edit’ at the top right.
4. Navigate to the Support/Comment section of the record.
   1. If on the record’s view screen, click ‘Support/Comments’ in the header.
   2. If on the record’s edit screen, click ‘Support/Comments’ on the navigation bar. 
5. Drag and drop the document into the attachments box, or click ‘Select Files’ and select a file from your computer.
6. Click ‘Add Comment’ and the document will be accessible in the Support/Comments’ section of the record.
7. To view the attached document, click the document name. The file will be downloaded to your computer.