Attachments within User Profiles

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

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.