I have created a field for what I think is uploading a document to a record. Am I to just copy and paste or is there upload functionality?
Jake Marwil commented
It sounds like you may have added a Document type field to your table. These fields allow you to attach a file or document into the record – for example, a Word document, .pdf file, spreadsheet or video clip.
If you go to add a record to your table and click on the Document field, a window will pop up allowing you to find the file you would like to upload. Once you select a file and click to save your record, the document will be uploaded directly into TrackVia. Once uploaded, it will appear as a link that allows the user to open or save it. There is a file size restriction of 40 MB.
Please let us know if you have any further questions.