The Attachments Tab is where you can keep all your important files associated to an account. To keep files organized, each attachments must be added to an Attachment Group. You can create custom Attachment Groups to fit your business processes. The only default Group is Uncategorized.

Create custom Attachment Groups:

  1. Click Setup (gear) > Site Settings

  1. In the Attachment Groups card, click Add (+)

  1. Enter a Name and select a Color

  1. The new Group will now show up in the Attachments tab

Related: * Email file and document attachments * Add attachments to Email Templates * Add Attachment Groups to Email Campaigns