Attaching documents to activities
You can attach a single document to an activity where this is required. If you need to attach multiple documents to an activity, consider bundling the documents, for example feedback sheets from training participants, into a single file, or alternatively attach the documents to the case instead via the Documents tab. You can do this when recording the activity, or you can open the activity in edit view at a later point and attach a document.
In the activity record in edit view:
1 In the
Upload Document field, click

.
A Windows Explorer window opens. 2 Locate the file you want to attach then click Open to attach the file.
| Gambler’s Help Connect will allow you to attach most common file types including all MS Office files. |
3 Click

.