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Step-by-step guide
- Go to the recordjob or task
- Click on the 'attach' button
- In the popup window enter the title of the attachment
- Select the type of attachment it is
- Choose who you want to see the attachment: Just your own company or All
- Click on 'Attach' and search for your file
or;Drag and drop the file into the popup windowbrowse for the attachment OR drag and drop it into the designated area - Click 'Upload'
