Create ability to attach files to a note
Ability to attach a PDF of an email (or any document) to Notes. Then full context to note is readily available to all users. If this were implemented, a note is created with coding etc. , add a one line summary followed by "see attached"
108
votes
Susie Lotreck
shared this idea
6/4/2025:Added the ability to attach a file to a note. Once a note is created, the user will see a new left hand menu, Attach File. Attach file will allow for category selection, external files, description and sharing the file. On the note record, users will see File/s attached under Who and above the text.
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Susie Lotreck
commented
Happy to see 102 votes for this idea. Could you provide an update on when this might be implemented?