Files and Links

Some forms contain sections where you can upload files to a record or add links.

Files

Please follow these steps to upload a file into the Files and Links tab:

  1. Click the Choose File button to locate the file on your computer

  2. Click on the file name and then click Open 

  3. Enter a File Alias name - this can be whatever you like to help you identify the file

Click Upload File button

Links

Please follow these steps to add a link into the Files and Links tab:

  1. Enter an Alias name - this can be whatever you like to help you identify the link

  2. Paste the Link or URL into the Enter Link field

Click the Upload Link button

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Note: The maximum file size that Files and Links will accept is 10 MB.