Attach File

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Posted on by Rasi

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Hi,

Is there a way I could attach files onto the form? I am currently attaching files under notes, but it would be nice if it would be possible to have a box where different files could be attached.

thanks

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Mahadeo Matre 17,021 on at

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RE: Attach File

Hi,

Best option is use sharepoint integration to upload documents.. if you are not using sharepoint then you can create your own html web resource to upload files .. which will attach files to notes but user will do from one spot.
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Radu Chiribelea 6,667 on at

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RE: Attach File

You could also consider the SharePoint integration and upload documents there - docs.microsoft.com/.../dn531154(v=crm.8)
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RaviKashyap 55,410 on at

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RE: Attach File

Hi Rasi,

Unfortunately the only out of box functionality to upload files is under notes entity. You could create your own custom anytity with field like Document Type, Document Description but it will be again the files uploaded to notes.

Hope this helps.