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Attachments

Overview

When you need to provide additional information about an entity record and this information is fully included in a file (for example, you want to add a calculation sheet), add this file as an attachment directly to the entity record.

Important

By default, the list of activities available for each entity is determined by what is most commonly used by businesses. However, if your company’s work process requires it, you can always turn the desirable activity on for almost any entity (except technical ones). If you need particular activities to be enabled for an entity, contact your administrator or adjust the activity entity settings if you have the corresponding permission.

Manage Attachments

Note

Only the owner is able to manage and view the attachment, unless certain users were assigned roles that give them permissions to view/manage the owner’s attachment.

Add an Attachment

Once a record has been created, an attachment can be added to it.

Caution

The ability to view and upload attachments depends on the permissions defined for the entity.

  1. Open the record details page.

  2. Click the Add Attachment on the top right of the page.

    Or click More Actions and then click Add Attachment.

  3. In the dialog that appears:

    • Choose the file to attached.
    • Leave a comment, if necessary.
    • Define the attachment owner.

You can also add the attachment to emails related to the record.

View or Downloaded an Attachment

Attachments are available in the Attachments or Additional Information section of the record details:

To view or download an attachment, click the file name.

Edit an Attachment

To edit an attachment, click the Edit icon at the end of the row.

Delete Attachments

Delete an Attachment

To delete an attachment, click the Delete icon at the end of the row.

Delete Multiple Attachments

To delete multiple attachments, select check boxes in front of the files that you want to delete, click the More Options menu at the end of the list header, and then click Delete.