Any type of file can be attached to a note, as long as the total size of the note with attachments included does not exceed the note size limit of your account. To attach a file, follow the steps below
Go to the CRM Section
2. Click on the contact you want the coach notes to be added.
3. Go to Coach Notes tab
4. If this is your first time creating a note for the contact, click on Add your first note. If not, Click on Add Notes.
5. Fill in the mandatory details and click on Attach File.
6. Select files that're already stored in the My Resource area or upload the files from your device to the note.
You can use Delenta's My Resource feature on web, desktop, and mobile, to upload files to your Resource section and attach them to notes.
7. Once you upload the file and add whom you'd like to share the with, please make sure you click on the Save button to save the notes.
