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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