OVERVIEW
The attachments tab allows users to add attachments and URLs via drag-and-drop and File Select. Moreover, users can now add attachments using the Add button in the tab bar at the top-right corner. It displays attachment details along with actions: Download, Edit Description, and Delete.
The user can upload an attachment up to 200 MB in size
FIELDS ON THE ATTACHMENT TAB
- Actions:
- Download: To download the attached file in the same format. For PDF files, 2 additional options are available
- View PDF: To view PDF File in a new tab
- Download PDF: To download PDF File
- Delete: Delete the Attached file
- Edit Description: Update the Description
- Download: To download the attached file in the same format. For PDF files, 2 additional options are available
- Name: Attached File Name suffixed with the File extension
- Description: Attached File Description with the defined length.
- Formatting of the text tends to reduce the defined Description length. Make sure to remove the Formatting by Copying the data in Notepad and Paste it in the Attachment Description
- Created Date: The Date on which attachment is added
- Type: The File Attached is of Type Attachment or its a URL
- Updated Date: The Date on which the Attachment description is last updated