---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add attachments

# Add attachments for a sales process record {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Attach files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.

## Before you begin

Role required: sales process manager \[sn_l2c_cockpit.sales_process_manager\]

## About this task

You can attach files only to a sales process record. To add attachments to child records, you must navigate to the respective entity's record page.

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Under Lead to Cash Process Management, select Sales Process Records.
4. Select the sales process record.
5. Select the Attachments tab.
6. Upload files.  
   Note:  
   The default maximum file size is 1 GB, but this may vary based on the size limit set by your admin on your ServiceNow instance.

   | Method | Action |
   | Drag and drop | Drag and drop the file from your system to the Attachments pane. |
   | Select a file from your system | 1. Select Select file. 2. In the browse files pop-up window, select the file. 3. Select Open. {#add-attachments-sales-process__ol_y25_hqz_bgc} |
   |-|-|

   {#add-attachments-sales-process__choicetable_rbm_fqz_bgc}
7. Select Upload.
8. **Optional:** Attach more files by selecting the Add icon ![]().

## What to do next

Download, rename, or delete attachments. For more information, see [Manage attachments for a sales process record](https://servicenow-prod.fluidtopics.net/alwx62r2i~fBnzGxh_mJng "Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.").

*[\>]: and then