How to Upload Attachments
Time: 1 minute Result: Files attached to document
Steps
Step 1: Open Document
- In the sidebar, click Documents → List
- Click on the document to open it
Step 2: Find Attachments Section
- Scroll to the Attachments section
- You'll see existing files (if any)
Step 3: Upload File
- Click Upload or drag-and-drop files
- Select file(s) from your device
- Wait for upload to complete
Result
✅ File is attached to the document.
Supported Formats
| Category | Formats |
|---|---|
| Documents | PDF, DOC, DOCX, TXT |
| Images | JPG, PNG, GIF |
| Spreadsheets | XLS, XLSX, CSV |
Managing Attachments
| Action | How |
|---|---|
| Preview | Click preview icon |
| Download | Click download icon |
| Delete | Click delete icon |
Tips
- Keep file sizes reasonable (under 10MB)
- Use descriptive file names
- Preview before downloading to confirm correct file