Use the Attachments feature to link text or other files to a record.

The method to initiate an Attachments flow will vary, depending on how the feature is implemented on your page.

With the Inline Attachments feature, if you hover over the Add icon or the Attachments icon, an inline window appears and allows you to add or view attachments in a table without navigating to the separate Attachments page. Text attachments can be edited inline. A badge on the Attachments icon indicates the number of attachments for that record. An Action list provides options to Update, Publish, Delete, Print, and Record History.

To add a new attachment

1. Using the Add poplist, select how you want to add the attachment:

   From a Desktop File/Text/URL

   1. Select the attachment Type:

      • File - Specify a file name to upload. Enter the file location, or use the Browse button to locate the file.

      • URL - Enter the URL for a Web page.

      • Short Text - Enter text that is less than 2000 characters.

      • Long Text - Enter text that is more than 2000 characters.

   2. Select a Category from the list of values. The Category defines the purpose of an attachment, and controls which forms or pages can access it.

   From the Document Catalog

   1. Use the Search regions to query existing documents.

   2. Select the Document Name link to view a document before attaching it.

   3. Select the document(s) to attach.

   4. Select the Apply button.

2. Give your attachment a title and description.

Save your work in the application page from which you launched the attachments flow. The attachments are not added until you save your work in the parent region.

To view an attached document

In the Attachments page or Attachments table, select the File Name link.

• If the attachment is a URL, the Web page will launch.

• If the attachment is a file, a dialog box prompts you to open or save the file.

• If the attachment is text, the View Attachment page displays the text content.

To edit an attachment

1. Display the Attachments page or Attachments table.

2. Select the Update icon (for the Attachments page), or choose Update from the Action list (for inline attachments).

3. In the Update Attachment page, edit only the information as it pertains to the attachment. For example, you can update the URL for a Web page attachment, but you cannot change it to a File attachment.

4. Select the Apply button.

5. Return to the application page from which you launched the attachments flow and save your work.

   Tip: Attachment updates must be saved in the associated parent region.

To delete a record's attachment

In the Attachments page, select the Delete icon. For inline attachments, select Delete from the Action list.