Attach a URL (link) to a record

Attach a URL (link) to a record

When you manage sales in your organization, you may have to send and receive several documents to your customers. They may be legal agreements, sales documents and so on. Zoho CRM's document management feature helps you work with all these documents from one place - that is, you can upload documents in the Attachments related list on each record.

In addition to uploading files from Zoho Docs, Google Drive and your desktop, you can attach a URL to a record. That is, say you have documents on your Dropbox accout or on your website and you wish to attach them to the record - you can simply use Zoho CRM's Attach Link (URL) option to do so.

Attach a URL to a record

To attach a link (URL) to a record

  1. Click the desired module.
  2. Click the record to which you wish to attach the link.
  3. Scroll down to the Attachments related list.
  4. Click the Attach link.
  5. Select the option Link (URL) from the dropdown list.
  6. In the Attach from Link popup window, enter the URL to be attached.
  7. Click Attach.
    The URL will be attached to the record.

Note:

  • The document attached via a URL is not stored in Zoho CRM.
  • There is no file size for the URL attached as it is technically not a document but only a link. Therefore you will not see a value under Size for links.
  • Clicking on the link will take you to the respective URL.
  • The Meta Name of the link will be entered by default as the name of the document. You cannot edit this name in Zoho CRM.
  • To learn to attach a URL to a record via API, click here.

View links (URLs) attached to a record

  1. Click the desired module.
  2. Click the record for which you wish to view the attachments.
  3. Scroll down to the Attachments related list.
  4. From the list of attachments, the ones that have the link icon are the links attached to the document.
  5. Click on a link to view the contents of the URL.

Delete a URL attached to a record

  1. Click the desired module.
  2. Click the record to which you wish to attach the link.
  3. Scroll down to the Attachments related list.
  4. Click the Delete icon against the link you wish to delete.
  5. Confirm deletion.
    The URL will be deleted from the Attachment releted list. Note that documents attached via a URL cannot be recovered as they are not stored in Zoho CRM.

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