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Overview: In the "Files & Attachments" area, how do I know which file was uploaded how?
#239
00:00:45
There are 3 places where you can upload files. You can upload files via a contact, an activity such as a ToDo, and then lastly via the “Documents” > “Files & Attachments” area. If something was uploaded via a contact it will be prefaced with “Client”. If something was uploaded via an item it will say “in” then the item name. If it was uploaded in the “Files & Attachments” area then there will be no demarcation.
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