How to Attach Files and Documents to Accounts

To attach files or document to an account,

• Bring up the account record in detail view.
• Click the Attachments tab.

• If you don’t see the Attachments tab, click the gear to add it as a tab.
  
• In the Attachments tab, click Add to upload a new file from your hard drive.
• Click Browse to select your files. You can upload up to 5 files at a time. To select more than one file, click the CTRL key in Windows or the CMD key in Mac.
  
• Click the Upload button to finish attaching the files.