Managing attachments
Attachments add evidence, images, and supporting documents to business records.
Upload a file
Choose the target record and upload a file no larger than ten megabytes.
- The system records the uploader automatically.
Storage and download
The system stores the file under a safe internal name while preserving its original download name.
- File size, type, and upload date are available.
Deletion and isolation
Deleting an attachment removes both its record and stored file, and users see only their company's attachments.
- Attachments can be linked to many record types.
