Step 1: Select the Records
First, Navigate to a folder or a filtered view of your records and use the tick box to select the record(s) you want to upload the attachment to.
Step 2: Edit the Selected Records
Click on the drop-down arrow next to the selected records and choose Edit.
Step 3: Find the Uploads Section
Look for and select the Uploads option. This is typically found within the editing menu.
Step 4: Add Files
Click on the Add Files button. This will open a window on your device, allowing you to browse and select the file(s) you wish to upload.
Step 5: Save Your Changes
Once you have added all the desired files, click Save. The file(s) will then be attached to all the records you selected in Step 1.
Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.