Attachments within User Profiles

You may include electronic documents as attachments in user records if Attachments have been enabled on your site.

If you need assistance enabling Attachments on your site, please refer to the Attachments section in About the Features Screen.    


Adding Attachments

  1. Click the gear icon in the upper right > click on Users beneath Entities.
  2. Search for the user using either the Summary, List All, or Search.
  3. Click Edit once you have the user selected.
  4. Click Attachments on the righthand menu.
  5. Click Choose File.
  6. Browse to where the file is located using the pop-up window.
  7. Select the file and click Open.
  8. Click Save.

A confirmation message will appear when this process is complete.

There is no limit to the number of attachments that can be added. By default, there is also no limit to the size of individual attachments. However, if storage space on the Web server is a concern, a Max Size can be defined on the Features screen where this feature is activated.