Attaching from Local Drive or Desktop
You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive.
To attach files from local drive
- Click the [Module] tab.
Module refers to Leads, Contacts, Accounts, etc. - In the [Module] Home page, select a record for which you want to add an attachment.
- In the [Module] Details page, under Attachments related list, click the Desktop link.
- In the Attach File pop-up, do the following:
- Browse and select the file that you want to attach.
- Click the Attach More Files link, if required.
- Click Attach. The attached files will be available in the Attachments section.
Note
- The Attachments section is available in all modules except Dashboards, Reports and Forecasts.
- You can attach a maximum of 5 files (at a time).
- The total size of all the attached files should not exceed 20 MB.
SEE ALSO
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Forms?
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Managing Notes and Attachments
File attachments are documents, such as Marketing Collateral, Sales Quotes/Orders/Invoices, SLA, and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write ...Attaching documents to emails
In Zoho CRM, you can upload attachments in various places. You can upload attachments in the following: Individual records in CRM In individual emails In the email templates There are file size limits based on where you upload the attachments. Also, ...Google Drive
Google Drive Extension for Zoho CRM allows your sales people to sync, share, access and manage files associated with records through Google Drive right within your CRM account. All attachments from your respective CRM records will be synced and ...Attaching Documents from Zoho Docs
Zoho CRM now makes it possible to attach files from Zoho Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share ...Attach Files from Google Drive
Key Features Connect to Google Drive with just a click of a button. Attach documents from Google Drive into Zoho CRM without the hassle of downloading. Share documents and work together in real time. Authenticate Google credentials only the very ...