To Attach a File to a Record Detail

You can attach a file in any format to a record detail (a detail row or line of the entity or document), as described in this topic.

To Attach a File to a Record Detail

  1. Open the form, and select the record you want to attach the file to.
  2. In the table, at the beginning of the appropriate detail row, click Files () to open the Files dialog box.
  3. In the Files dialog box, click Browse.
  4. Select the file you want to attach, and click Open and then click Upload.
  5. Verify that the Files () button has changed to the File Attached () button.