Adding Documents in Notes

In a name, matter, or event note, you can add a document link by dragging and dropping files from Windows Explorer (or other standard file list window) into the note text box to paste the full file path into the note. You could also enter the file path manually in the note.

Readers of the note can right-click the inserted file path and click Open to open the file - whether it is a document, image, spreadsheet, etc.

NOTE: If the file path has embedded spaces, you need to enclose the path in quotation marks.