There are several ways to add documents into the current record. You can add a document to an existing Category by clicking one of the following buttons:


  • Attach Video - Allows you to input the URL to a YouTube or Vimeo video
  • Upload Document - Allows you to upload a document from your computer
  • Scan Document - Allows you to scan documents from a local scanner (Windows only)


You can also drag and drop a document onto a Category header to upload directly into that Category.


Users can also use the tool bar drag and drop document add method for adding to new records.


You can also paste image data (i.e. screen shots, etc.) directly into a record. To perform the paste, click the document add drop zone or click the Upload document button on a Category. Then cancel the document browse dialog and then immediately use the paste hot keys (CTRL-V in Windows). If there is image data on the computer clipboard the system will prompt you for a document name and will create a PNG image as a document in the record. This is a great way to include screen shots into a Record.