Adding a file to an Activity:
The Matrix Locker isn't just for email activities. You can manually attach files to other types of activities. You can add a file to brand new, incomplete, and complete activities.
With the Activity dialog box in view:
- Click the Matrix Locker tab.
- Click the choose file button.
- Browse to, and select the file from your computer
- Click the Save button.
The file is now attached to the activity. As a reminder, when an activity contains a file, a paper clip icon appears next to the activity’s subject in the list.
Deleting a file associated to an Activity:
You can delete a file from incomplete, and complete activities.
With the Activity dialog box in view:
- Click the Matrix Locker tab.
- Click the X preceding the file’s name (that you wish to delete).
- Click the Save button.