Add a file to a note

Just about anything can be attached to a note, including files, images, and audio.

Sam Samarasinghe avatar
Written by Sam Samarasinghe
Updated over a week ago

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

  1. Go to My Contacts Page

2. Click on the contact you want the coach notes to be added onto and click on VIEW DETAILS.

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

5. Click the Attach File button

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 note and add notes that you'd like to share please make sure you click on the Save button to save the notes.

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