Upload via Records
Some record templates include an upload field. When you complete one of these records, you add the file in the record itself, and saving the record creates a document with that file. The record may ask for other information alongside the upload.
What you can do in record uploads
- Add a file to a record by browsing for it
- Drag a file onto the record's upload field
- Remove a file before saving
- Save the record to create a document with the file
The upload field
A file added to a record's upload field
Click Browse in the upload field to select a file, or drag the file onto the field. The file is then listed in the field with its size. To take it out again, click the × beside it.
When you save the record, the document it creates has the file, and its Description is the file name without the extension.
How to upload via a record
| Step | Description |
|---|---|
| 1 | In the New module, under Records, click the record. |
| 2 | In the upload field, click Browse and select the file, or drag the file onto the field. |
| 3 | Complete any other fields the record asks for. |
| 4 | Click Save. |
For more about completing records, see Completing a Record.