Release: Hazel and above.
This widget allows you and your teammates to easily add an attachment to the current record when added to a Workspace.
Adding Attachments
If this widget is available in your current Workspace it will allow you to easily add files to the current record. To add an Attachment, first, click the 'refresh' icon to fetch the current record. Then click '+ Add File' to access your computer's file manager and select the file you wish to attach to the record. You can add a description for the attachment if desired, and once you are ready click the 'Create Attachment' button, to upload it.
Note: Maximum file size allowed is 25MB.
Attachment Workspace Configuration [Admins]
To add this widget to any Workspace, you will need to follow the steps described in the 'Workspace' tutorial and use the following information to configure it.
|
Configuration |
|
|---|---|
| Type | Email, Attachments, Meeting, Phone Call, Note... |
| Title | Name that will be displayed on the detail page. |
| Frame ID | This ID can be anything that will help you identify your Widget, as long as it doesn't contain any spaces. |
| Integration | Select one of your available integrations if the widget should interact with it. |