📎 How to Add an Attachment to a Record

1. Within an open Record, navigate to the Attachments tab at the top of the form.

   1. You can add a file in one of three ways:
   • Drag and Drop: Drop your files directly into the designated area.
   • Select Files: Click the Select files button to open your file browser on your desktop or mobile/tablet device.
   • Take Photo in App: Click the Select files button and choose Take Photo.
     
     Note: This is for Mobile or Tablet only.

   b. To remove an attachment, click the X icon on the file thumbnail and select Save.

   Note: Any file type is supported, up to a maximum size of 5MB per file.

The attachment will be uploaded and viewable under the Attachments tab.