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Attaching File within a Note

I can only attach a Word document with the Files section, but when I tried to attach a Word document within a note, it wouldn't save.

 

Is there a glitch in this new version of Insightly that doesn't allow for this?

 

Thanks,

Judy

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4 comments
  • Hello Judy,

    That is correct Notes will only accept "Text" input not a File attachment within the body of the Note. If you wish to attach files to a Record you'll need to do this via the Files section in the Related tab. 

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  • Hello Judy, 

    Yes you can add a word file to a note. You can add any type of file for that mathers. 

    You have to do this via comment on the note. 

    1 Make a not and save it

    2 Add comment in the note

    3 Here you can add files, any files (don't forget to place som text otherwise the comment won't save)

    4 choose it an save, any file you like

     

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  • Hello Judy,

    I do apologize for overlooking this on my end when crafting up my response. Now that I know how you are attaching your files and that's clarified. Can you further explain to me what you mean by trying to "attach a Word document within a Note"? 

    Are you attempting to attach a file to the actual body of a Note and not via the "Note Comments" section? 

    Thanks for your time and patience. 

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  • That's fine...I just needed to know that a comment had to be added prior to saving.  I didn't realize that was required.  

    Thanks!

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