Adding and Deleting Activity Attachments
How to Add and Delete an Attachment inside an Enquiry
- From the View Activity Screen, you will see the Add Attachment box to the right, here you can drag and drop from your desktop, or Click to select a file saved to your computer
- You must remember to click ‘UPLOAD'
- Go to the Halfway Navigation bar, where you can view the attachment in the Attachments tab. If you wish to view the document, go to the far right and click 'View'
- To delete an Activity attachement, click on the attachment name in the Attachments tab, go to the Left Hand Menu and select 'Delete Activity Attachment'
Please Note - You can only add an attachment to an Activity, not an Enquiry.