Upload and annotate files
Attach supporting files and use the available image annotation tools.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Check the allowed file types and size limits. Use files appropriate for the record and your company’s privacy rules.
Step by step #
- Open Files/Attachments on the intended record or the file manager.
- Choose the upload action and select a supported file.
- Wait for success, then reopen the attachment.
- For supported images, open the annotation action and save your changes.
- Verify the file remains linked to the intended record.
Understand the fields #
- File type/size: enforced by upload rules.
- Record linkage: identifies the business context.
- Annotations: mark up supporting images where supported.
Check the result #
Reopen the saved file rather than relying only on a selected local filename.
If something goes wrong #
For upload failures, check file restrictions and connectivity. Do not repeatedly upload a successful file if the list only needs refreshing.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.