Allow documents in Files Folder be uploaded to waiver item in opportunities

It would be more efficient and convenient if we could store the waiver in the Content>Files folder and upload the waiver file from there to the mission. Now we have to have the file on our computers in order to upload it which is very inconvenient.


Judy McKinney

1 Comment

Hi, Judy, 

Hope you're well! For clarification's sake, you'd like to be able to attach files from your site's file area to a specific opportunity. Is that correct?

Because, Currently, you can utilize the link from the files area to direct users to download the files. That could certainly be put in the description of the opportunity and accomplish the same task.

If I'm not quite hitting the mark here, let me know and I'd be happy to restrategize!

Maia Price
Galaxy Digital CX

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