You can use this feature to attach documents, spreadsheets, and presentations to the records from your local drive.

To attach files from local drive

1. Click the [Module] tab.
   Module refers to Temps, Clients, etc.
2. In the [Module] Home page, select a record for which you want to add an attachment.
3. In the [Module] Details page, under Attachments related list, click the Upload File link.
4. Browse and select the file that you want to attach.
5. Click Attach. The attached files will be available in the Attachments section.
   

Note

• The Attachments section is available in all modules except 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.