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  • Graeme Waitzkin
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2 replies

Upload "Attachment" (not File) to an Opportunity object in Lightning

Hi-
In the Lightning experience I am struggling with the functionality of Notes & Attachment object. When I click the dropdown on the Notes & Attachments icon I can "Upload File". But what I really want to do it "Attach a File", which is the functionality from the Classic experience.

This matters because I need to havd "Attachments" not "Files" to load into Docusign. I want to have this functionality in the Lightning interface without going to Classic.

Any ideas?

Thanks all!
2 replies

Upload "Attachment" (not File) to an Opportunity object in Lightning

Hi-
In the Lightning experience I am struggling with the functionality of Notes & Attachment object. When I click the dropdown on the Notes & Attachments icon I can "Upload File". But what I really want to do it "Attach a File", which is the functionality from the Classic experience.

This matters because I need to havd "Attachments" not "Files" to load into Docusign. I want to have this functionality in the Lightning interface without going to Classic.

Any ideas?

Thanks all!