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Adding a Network drive to attachments

Learn how to make a network drive visible in the attachments section of an opportunity.

Written by Support

Overview

You can add a network drive field to the attachments section of an opportunity, giving users quick access to a linked network drive alongside the other attachments. This could be for example a Sharepoint, GDrive, Dropbox etc.

Note: This is configured by an admin from account settings.

Enabling the network drive field

  1. Go to Account settings

  2. Click Field settings

  3. Select the opportunity you want to configure

  4. Click Show all fields

  5. Search for Network drive

  6. Enable the field

  7. Click Save

This will enable the field in the Attachments section for the specific type of opportunity.

Repeat these steps for every other opportunity where you want the network drive to be visible.

For more information, contact support@zapflow.com or reach out to your dedicated Account Executive.

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