How can I upload and link files?

Last Revised:    Written by Veloxity CRM    Time Estimate: About 1 minute to read. Veloxity 2.0

Step-by-step guide

Upload and link files using the Files Tab:

  1. Navigate to the Record where you want to attach the file.
  2. On the Selected Record, locate and click the Files Tab.
  3. Add Files. 
    1. Drag and drop selected files into the file panel.
    2. Click Browse Files.  Select file. Click Open. Click Submit. 
    3. Click Use Camera.
  4. Click Save.

You are looking at a screenshot demonstrating how to Upload and Link Files to Data Records:

Figure 1. Upload and Link Files to Data Records.