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Some forms contain sections where you can upload files to a record or add links.
Please follow these steps to upload a file into the Files and Links tab:
Click the Choose File button to locate the file on your computer
Click on the file name and then click Open
Enter a File Alias name – this can be whatever you like to help you identify the file
Click Upload File button
Please follow these steps to add a link into the Files and Links tab:
Enter an Alias name – this can be whatever you like to help you identify the link
Paste the Link or URL into the Enter Link field
Click the Upload Link button
Note: The maximum file size that Files and Links will accept is 10 MB.
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