Adding Documents from Different Modules - Document Library

All modules will allow you to mass upload multiple files “Add From Library.”
All files directly uploaded from a specific module as an attachment using “Select File” or “Add URL,” will be added to the Document Library.

Go to any module
Click on an existing record
Go to Attachments zone
Click on Add From Library
Select a file or multiple files by either searching, filtering or sorting through the list
Click Attach
If you mistakenly added a document, then you can hover over a document and click delete on the right side of the document
Click Attach

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