Hi there, @epaksales1. Do you mean that you cannot attach files to your records, and are there any specific error messages appearing when you try?
First, ensure your files are one of the supported types, such as PDF, JPEG, PNG, DOC, XLSX, or CSV. It is also important to verify that your file names do not contain any special characters, as these can prevent a successful upload. Keep in mind that while you can attach documents to most transactions and profiles, such as Customers or Suppliers, you cannot currently attach PDFs to customer statements or add files directly to list items like Employee Names. If you are trying to view an attachment from a web-based email, ensure your browser is using the latest Adobe Acrobat plugin for a seamless experience.
For additional guidance, refer to this article: Add or delete attachments.
If you’re referring to something else, don’t hesitate to leave a message below. We're here to assist.
