How to Add Attachments to Requests and Customer Records

Go to Company Data

Customer List

Search for the Company
​
​

Scroll down to Attachments
​

Select +Add attachment
​

Select the File and Save
​

​

Open the request

Select Attachments

+ add attachment
​

Select the attachment and Save

This indicates the request has an attachment

To reference the attachment.

Open the request>select attachments>click on the eye icon