Add Images and Documents to Your Records

Borealis offers you the option to add images to your records. You can leverage this tool to better identify engagement plans, follow certain organizational branding, or provide visual identification and relatability for individuals.

Similarly, you can also add documents to your records which lets you add PDF, Excel files, other images, and other files which may be useful for your team when interacting with this record.

If you are using a Document Management System (DMS) like Microsoft SharePoint, you can use the Documents sections to add a link to your DMS documents or folders.

This article covers the following:

• How to upload an image or document to a record
• How to add a picture as a portrait for your record
• How to select an image previously uploaded to the document section as a portrait
• How to remove the portrait picture from your record.

Upload an Image or Document to a Record

1. Navigate to the record to which you want to add an image or a document.
2. In the left hand menu, select Documents.
3. Click the +Add in line button or the +Add button in the information page.
   
4. In the Upload files form, either click the Select files button and browse through your computer and add the desired files OR click and drag files directly in this window.
5. You can also click the +Add links button to provide a link to a public document to your DMS system. Specify a Title and insert a URL for each link you want to add to this record.
   
6. Click the Save button.

Add a Picture to identify Your Record

1. Navigate to the record to which you want to add a picture.
2. Mouseover the portrait.
3. Click the Edit button.
4. Select Upload a picture.
   
   
5. Browse for the picture on your computer, select it and click Open.

Alternatively, once you have opened the record, you can click and drag the image onto the portrait of the record.

Select an Image Previously Uploaded to the Document Section

1. Navigate to the record for which you want to select an image for its portrait.
2. Mouseover the portrait.
3. Click the Edit (pencil) button.
4. Select Choose from documents.
5. You can then choose from the list of images available or upload an image from your computer and select it for the portrait of this record.
6. Click the Save button.

If only one image has been uploaded for in the documents section of this record and it is already selected as a portrait, you will not have additional options.

Remove the Image from the Portrait of Your Record

1. Navigate to the record from which you want to remove its portrait picture.
2. Mouseover the portrait.
3. Click the Edit (pencil) button.
4. Select Remove picture.

This will remove the portrait picture as well as the image from your Documents.