Attach a Document to an Opportunity Record

You can upload a new document and attach it to an Info Center record if Ajera CRM has been configured to allow you to attach documents and the file type is an approved file type.

You can upload various file types, such as image files, Microsoft document files, word processing files, drawing files, spreadsheets, and so on. When you upload a document, a copy of the file is stored in Ajera CRM.

Prerequisites: You must have access rights to the record to attach a document.

To attach a document to a record, complete the following steps:

1. On the Attachments tab in an Info Center, select a record.
2. Click Upload and use the Browse dialog box to browse to and select the document that you want to attach to the record. The document's file name automatically displays on the Attachments grid.

   When you upload a document, a copy of the file is stored in Ajera CRM. If your system administrator specifies a maximum allowable file size in Configuration > General, an error message displays if the uploaded file exceeds the size limit.

3. Use the Category drop-down list to select a category for the attached document. The categories allow you to classify the types of documents that you attach to each Info Center record and provide a way to sort the attachments (by classification). Your system administrator defines the categories to meet your organization's requirements.
4. If necessary, change the text in the Description field to a more meaningful description of the document.
5. Select one of the following options:

   Option	Description
   View	Select an attached document on the Attachments grid and click to open the attached document in its original form/viewer. For example, if you open a PDF file, it opens in your local PDF viewer.
   Delete	Select an attached document on the Attachments grid and click to delete it from the grid. Deleting an attachments also removes it from the FILESTREAM database.

6. Click Save.