Get started > Editing records > Attachments > Add an attachment

Add an attachment

To add an attachment to a record, follow these steps:

  1. Open the record to which you want to add an attachment. To do this, select a record from the queue or search for a specific record.

    Note You can also add an attachment when you create a new record.

  2. Scroll down to and click the Attachments tab.
  3. Click Add files, browse to the file or files that you want to attach to the record, and then confirm your selection. Alternatively, directly drag and drop the file or files from your local drive into the Attachments area.

    A progress bar in the File Name column displays the progress of the file upload process.

    Note The multiple file upload and progress bar functionality is only available in browsers that support the HTML5 File API (for example, Mozilla Firefox, Google Chrome, or Windows Internet Explorer 10).

    The file is now uploaded. However, the file is not attached to the record until you click Save. To remove a file that is uploaded in error, click the X icon in the Remove column before you click Save.


    • The size limit for individual attachments and the space that is available for storing attachments are displayed in the upper-right corner of the Attachments section.
    • If you try to attach a file that exceeds the size limit for individual attachments or the total available space, you receive an error message, and the attachment is not uploaded.
    • If you try to attach a type of file that is not permitted (for example, an .exe file), you receive a message that prompts you to remove the attachment. If you do not remove the attachment, it is removed automatically when you click Save.
    • Special characters :;/"<>*?\| contained in a filename are changed to %27 once the file is uploaded.
    • There is no limit to the number of files that you can attach to a record, provided that they do not exceed the size limit. However, we recommend that you do not attach more than 20 files to a single record.
    • If you refresh the browser or click certain comfill buttons that refresh the browser before the file upload process is complete, the file is not uploaded.
    • Whether you can attach a file with a duplicated name against the attachment list depends on the setting of the preventDuplicatedAttachmentName parameter.

  4. Click Save.

View the attachment history
Delete an attachment
Open an attachment