Attachments can be added to all records in Raynet (except for Price Lists). The size limit for a single attachment is 50 MB and you can upload them in the following ways:
- upload a file,
- add a link (www),
- upload a file from the document library,
- upload a folder from the document library,
- link files from Google Drive,
- link files from Dropbox.
The Attachments panel can be found on the detail card of the record. For Account, it is typically located in the left panel. You will also find it in the left panel for Contacts.
In the Attachments panel, click the three-dot icon and select the source from which you want to add an attachment. If you want to upload a file directly from your computer, click the + button.
For Leads and in records of type Deal and Activity, the Attachments panel is typically located in the right panel.
If you do not see the Attachments panel in the specified location, it is possible that the card has been modified through customization. These changes can only be made by the Administrator. More information about customizing card appearances can be found here.
Uploading an attachment
To upload an Attachment, you need to choose one of the options mentioned above.
In addition to uploading a file in the standard way by selecting from your disk, you can also use the Drag & Drop feature. This means you can simply click and hold the file on your computer, then drag and drop it into the Attachments panel.
If you select Add Link (www), enter the link name and the URL address.
When you select Upload File from the Document Library or Upload Folder from the Document Library, a dialog window will open. There, you can choose the file or folder from the Raynet Document Library that you want to add as an attachment.
If you choose Upload File from Dropbox, a Dropbox dialog window will appear. Sign in to your Dropbox account and then select the file you want to attach.