Attach a File or Link

You can upload or link files as attachments. This includes files or links to images, PDFs, Word documents, or Excel spreadsheets.

  1. To link to a file saved locally or on your network, or to link to one online, select Add.

  2. To upload a file, move it to Drag a file here or select the box to browse and choose.

  3. After you upload the file, enter a name and select the file type. Attachments must be 25 MB file or less. If you need to attach a larger file, save it in a cloud storage account such as Dropbox or Google Drive and then add the link.

    Tip: If the attachment type you need doesn't exist, add it. For more details, see Add an Attachment Type.

  4. To add a link, under Link to a file, enter the web address.

    Select Done and enter a name and select the file type.

  5. Select Save.