Attach Documents to an Event Record

On the Documents tab, you can add attachments for the event. Documents can be uploaded to Aegis CRM in a text, graphic, audio, and video format. To attach documents, select the Documents tab and then follow these steps:

1. Click Add new record.
2. Click Upload to attach a file from your computer.
   1. Allowed formats include doc, .docx, .pdf, .gif, .jpg, .png, .rtf, .xls, .xlsx, .msg, .wav, .mp3, .wma and the maximum file size is 1000 KB.
3. Enter information about the attached file.
4. Click Insert.