You can add one or more files, such as a contract, to attach to an appointment.
To upload a file to an appointment, complete the following steps:
- Open the opportunity from the Appointments list.
- Select the Files tab.
- Drag the file to the Upload file window or select the Click to select a file link to navigate to the file location and select it.
- Select Save.
Tip! You can drag and drop a file anywhere on the appointment window. The file uploads and are stored under the files tab.
You can upload multiple files to one appointment. You can view the list of attached files on the Files tab of the appointment. Select a file to view it or download it, depending on the file type.