Add Attachments

The Attachments panel allows you to add images, diagrams, copies of receipts, and other documents. Attachments can also be associated to individual tasks. Complete one of the following to add attachments:

TIP: For all users on the domain to be able to view the attachment, store the file on a network drive shared by all users.

NOTE:

Some special characters are permitted in attachment file names, if any other characters are included in a file name it causes an error.

These are the only allowed special characters other than numbers and letters:

  • ! Exclamation mark
  • - Hyphen/dash
  • _ Underscore
  • . Period/dot
  • ' Apostrophe/single quote
  • ( Left parenthesis
  • ) Right parenthesis
  • Space