The Create a File Attachment dialog box lets you attach a document that does not exist in the library to a record.
Note: Maximum file size is defined by your system administrator.
Open the record for which you want to attach a new file.
Click Attachments . The system displays the Attachments menu.
From the Add New Attachments menu, click Add New File. The system displays the Create a File Attachment dialog box.
In the Select a Folder field, enter the value
for an assigned folder or click and select a folder name
from the drop down menu. The system assigns the document to this folder.
The list of folder names might vary by application.
In the Specify a file field, enter the path for the file you want to attach to the record. You can also click Browse... to select a file.
Note: The maximum field length is 256.
In the Name the document filed, enter a value to identify the file.
In the Description field, enter a description of the document.
Click Maximize
to expand the Advanced Options section of the dialog
box and view its options.
To upload the document to the network, select the check Copy document to the default location set by your administrator (recommended) check box.
To add this document to the library, select the Add document to the document library for others to use check box.
To print the document with a work pack, select the Print document with work pack check box.
Click OK to save the record and return to the application tab.