Managing Attachments

You can manage attachments in the Attach tab of an object. The Attach tab is displayed in the Item View of an object. Attachments are used for reference purposes. You can insert, upload, download, and delete attachments from the Attach tab.

Note 

The Attachment tab is available for an Object only if the administrator has configured the tab.

The Attach tab displays a list of attachments associated with the selected record. The tabular view provides details on the attached file name, size, owner (user who uploaded the file), last modified date, and comments (if any).

To Attach Documents

1.  In the home page, select the required workspace tile. In the Table View that is displayed, click the ID in the <Object> ID column.

2.  In the item view that is displayed, go to the Attach tab.

Here, you can perform the following actions:

Click	To...
	Upload any document. To upload a document: 1.  The Upload File dialog box is displayed. 2.  Click Select Files. In the dialog box that is displayed, navigate to the location of the file that you want to attach and select it. The selected file is listed in the Upload File dialog box. 3.  Click Upload to attach the file to the message.
	Download an existing attachment to a location on your local computer. Note: You can only select one attachment file at a time for download. Multiple selections are not supported.
	Delete the selected attachment.
	Add or edit comments corresponding to the selected attachment. To add or edit comments: 1.  Select the attachment from the list and click Add/Edit Comments. 2.  The Comments dial box is displayed. Type your comments in the Enter Text area of the dialog box. 3.  Click Add to save the comments. The comments that you added are now displayed in the Comments column of the corresponding attachment record.