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Adding and Deleting Activity Attachments

How to Add and Delete an Attachment inside an Enquiry

  1. 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
  2. You must  remember to click ‘UPLOAD'
  3. 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'
  4. 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.