Add an attachment

1. Open the record with the attachment to add.

2. Select the Documentation tab.

3. Under Documentation, select Add and select Attachment on the action bar. The Add an attachment screen appears. For information about the items on this screen, see Add an Attachment Screen on page 1.

4. For a constituent group or household, the Constituent field appears. Select the member of the group or household to whom the attachment applies.

5. In the Type field, select the type of attachment to add such as “Document” or “Video”.

6. In the Date field, select the date to associate with the attachment, such as the date you add it.

7. In the Title field, enter a title to explain the purpose of the attachment.

8. In the Author field, select the binoculars. The Constituent Search screen appears so you can find and select the user who adds the attachment. For information about the search screen, see Constituent Search.

9. In the File field, select Choose file. The Open screen appears so you can map to the file to attach to the record.

   To view a file after you select it, select Open file. To remove a selected file, select Clear file.

10. Select Save. You return to the Documentation tab.