Attaching Files to CS Activities

You can attach files to CS activities:

• From Activity Tracker

• From the CS Activity Notes tab in Value Tracker's Record Details panel

Attaching Files to CS Activities from Activity Tracker

To add one or more attachments to a CS activity in Activity Tracker:

1. In Activity Tracker, click , then click Manage Attachments. The Manage Attachments window displays.

2. Do one of the following:

   • Click Upload Files and select the files you want.
   • Drag and drop the files you want in the Manage Attachments window.
3. When the files have been uploaded, click Done in the Upload Files window.

4. When the files have been uploaded, click Done in the Upload Files window.

5. [Optional] You can click next to an attached file to preview it. You can delete an attached file by clicking next to it.

6. Click Close in the Manage Attachments window. The number of attachments on the CS activity's card is updated automatically.

Attaching Files to CS Activities from Value Tracker

To add one or more attachments to a CS activity in Value Tracker:

1. In the App Launcher, open the Success Plans tab.

2. Click the Value Tracker tab.

3. Select the parent objective KPI of the CS activity to which you want to attach files.

4. Click to open the Record Details panel.

5. In the CS Activity Notes tab, click .

6. Click Manage Attachments. The Manage Attachments window displays.

7. Do one of the following:

   • Click Upload Files and select the files you want.
   • Drag and drop the files you want in the Manage Attachments window.

8. [Optional]You can click next to an attached file to preview it. You can delete an attached file by clicking next to it.

9. Click Close in the Manage Attachments window. The number of attachments on the CS activity's card is updated automatically.

Note:

You can view CS activity attachment files on CS activity record pages, in the Files related list in the Related tab.