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How to add an attachment to a person record?
How to add an attachment to a person record?

Add attachments to person records

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago
  1. Go to People tab

  2. Go to View, select all

  3. Hover over the magnifying glass, enter a name

  4. Select owner

  5. Tap on the Attachments tab

  6. Select Add attachment

  7. Enter title

  8. Add a description

  9. Choose a file

  10. Select Add attachment

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