Attaching files to a record

To ensure you can find your documents quickly, McFile uses forms. They organize and speed up the search for the main information of each file.

After opening a registered form screen, you can upload your files in two simple ways:

Method 1: Using the Include button

1. In the Files menu, click the blue Include button.

2. In the selection window, choose the desired file and click Open.


Method 2: Drag and Drop

1. Select the files in the folder on your computer.

2. Drag and drop the files directly into the Files menu.