Attach an Image from the Clipboard to a Record

Use the Attachment button to attach an image to a record as an additional reference. Attached images from the clipboard are not imported into the Image Manager and are not searchable.

This function is only available in the CSM Desktop Client, you cannot attach an image from the clipboard to a record in the CSM Browser Client.

To attach an image from the clipboard:

  1. Copy the image to the clipboard (right-click the image and select Copy).
  2. In the CSM Desktop Client, open a record.
  3. Select the Attachment button, and then select Attach image from clipboard.
  4. Name the image, and then select OK.