Some forms contain sections where you can upload files to a record or add links.

Files

Please follow these steps to upload a file into the Files and Links tab:

  1. Click the Choose File button to locate the file on your computer

  2. Click on the file name and then click Open

  3. 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:

  1. Enter an Alias name – this can be whatever you like to help you identify the link

  2. Paste the Link or URL into the Enter Link field

Click the Upload Link button

clevr files and links in the email scheduler section

Note: The maximum file size that Files and Links will accept is 10 MB.

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