Attaching Files By Moving Files to the Attachments View

To attach a file to a record by moving the file to the Attachments view

1. Drill down on a field in the record to which you want to add the attachment.

2. Navigate to the Attachments view.

   The Attachments list appears.

3. Locate the file you want to attach to the record.

4. Click the file to select it and with the mouse button depressed, move the file to the Attachments list and then release the mouse button.

   The file appears in the Attachments list as an attachment record with the appropriate fields populated.