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How to upload files to notes, tasks and appointments?

Andrew Martin avatar
Written by Andrew Martin
Updated over a year ago

Attach the file while adding the notes, creating the activities (calls, tasks, emails) and organizing the appointments.

1. How to upload the file to the notes?

upload-file-to-note-teamgate.gif

1.1 Open Lead, People or Company card.

1.2. Enter the note.

add-note-attach-file-teamgate.png

1.3. Click the "attach file" button and choose the file from the repository- start typing the file title and select it from the drop-down menu.

note-attach-file-teamgate.png
upload-the-file-from-repository-teamgate.png

1.4. Click "Post"

note-attach-file-post-teamgate.png

1.5. Upload the file from your computer. Click the "cloud" icon and select the file from your computer.

upload-the-file-from-computer-teamgate.png

or "drag and drop the file"

1.6. Click "Post".

note-drag-and-drop-the-file-teamgate.png

2. How to upload the file to the appointment?

upload-files-to-appointment-teamgate.gif

2.1. Open Lead, People or Company card.

2.2. Click "New appointment" button.

new-appointment-attach-file-teamgate.png

2.3. Click "Upload file" button.

new-appointment-upload-file-teamgate.png

2.3. Search the file from the repository > type in files title and select from the drop-down menu.

new-appointment-search-file-from-repository-teamgate.png

2.4. Upload the file from your computer. Click the cloud icon and select the file from your computer or drag and drop the file.

2.5. Click "Save".

new-appointment-cloud-icon-teamgate.png
new-appointment-drag-and-drop-file-teamgate.png

3. How to upload the file to the new activity?

upload-file-to-activity-teamgate.gif

3.1. Open Lead, People or Company card.

3.2. Click "...Add activity".

add-activity-attach-file-teamgate.png

3.3. Select activity type.

3.4. Click "Upload file"

3.5. Search the file from the repository > type in files title and select from the drop-down menu.

new-activity-attach-file-teamgate.png

3.6. Upload the file from your computer. Click the cloud icon and select the file from your computer or drag and drop the file.

new-activity-drag-and-drop-files-teamgate.png

4. How to remove the file from the note?

4.1. Click on the "pencil" icon and click " X " button to remove the file.

4.2. Click "Save".

remove-file-from-note-teamgate.gif

5. How to remove the file from the appointment and a task?

5.1. Click on the "pencil" button and click " X " button in the edit window.

5.2. Click "Save".

remove-the-file-from-task-teamgate.gif
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