Manage attached documents

Document Link  •  Article  •  7/30/2025  • 

You can use the Attachments page to view all attachments across records.

To view attachments, follow these steps:

  1. Select the Search icon , enter Attachments, and then choose the related link.

  2. The Attachments page opens and the system displays the following fields:

    FieldDescription
    Table NameDisplays the name of the table that the attachment is associated with.
    Table IDDisplays the ID of the table that the attachment is associated with.
    No.Displays the number of the record that the attachment is associated with.
    Attachment NameDisplays the name of the attached file.
    File TypeDisplays the type of attached file.
    File ExtensionDisplays the extension of the attached file.
    Category CodeDisplays the code to group attachments using a predefined category.
    Attached DateDisplays the date when the file was attached.
    UserDisplays the user who attached the file.