Maintaining Attachments

This section describes the functionality supported for viewing and maintaining attachments.

Navigate using Admin > General > Attachment. You are brought to a query portal with options for searching for common attachments.

Once an attachment has been selected, you are brought to the maintenance portal to view and maintain the selected record.

Note: The base search options for the attachments query only support searching for common attachments. Owned attachments may also be viewed on the attachment maintenance portal, but a user may only drill into the attachment maintenance from the maintenance portal of the “owning” entity.

The Attachment zone provides basic information about an attachment, including the ability to upload the file and to view an uploaded file. Viewing an attachment will typically launch a download of the attachment file, following standard browser behavior.