Last Revised: 02 Sep 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Veloxity 2.0
Upload and link files using the Files Tab:
- Navigate to the Record where you want to attach the file.
- On the Selected Record, locate and click the Files Tab.
- Add Files.
- Drag and drop selected files into the file panel.
- Click Browse Files. Select file. Click Open. Click Submit.
- Click Use Camera.
- 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.