Enhanced interface

Add or remove a file to an existing attachment

Add or remove an individual file from an attachment without deleting and re-uploading the entire attachment. Any changes to the attachment, such as adding a new document, are reflected in all transactions or records that link to that attachment.

Add a file to an existing attachment

The additional files are appended to the attachment without overwriting existing files.

Subscription	Company
Regional availability	All regions
User type	Business
Permissions	Attachments: List, View
Restrictions	To edit attachments to records or transactions, you need permissions to that record or transaction. Business users with no admin privileges can only edit attachments that they create.

Add a file to an existing attachment using the Attachments list

Go to Company > Setup > Storage > Attachments.
Find the attachment that you want to edit.
Select More actions > Edit at the end of the row.
Select one or more files to upload.
Select Save.

Go to Company > Setup > Storage > Attachments.
Find the attachment and select Edit.
Select one or more files to upload.
Select Save

Add a file to an existing attachment on a transaction or record

Go to the list page of the record or transaction that you want to edit.
Select More actions > Edit at the end of the row.
In the Attachment field, select the down arrow.
Highlight the attachment, then select View.
In the Attachment window, select Edit.
Select one or more files to upload.
Select Save.

Select the record or transaction that you want to edit, and select Edit.
In the Attachment field, select the down arrow.
Highlight the attachment, then select View.
In the Attachment window, select Edit.
Select one or more files to upload.
Select Save.

Remove a file from an attachment

Remove an individual file from an attachment without deleting and re-uploading the entire attachment.

Subscription	Company
Regional availability	All regions
User type	Business
Permissions	Attachments: List, View, Delete
Restrictions	To edit attachments to records or transactions, you need permissions to that record or transaction. Business users with no admin privileges can only edit attachments that they create.

Remove a file from an attachment using the Attachments list

Go to Company > Setup > Storage > Attachments.
Find the attachment that you want to remove a file from.
Select More actions > Edit at the end of the row.
Select More actions > Delete at the end of the row.
Select Save.

Go to Company > Setup > Storage > Attachments.
Find the attachment that you want to remove a file from and select Edit.
Select the Delete (Trash can) beside the file that you want to remove.
Select Save.

Remove a file from an attachment on a transaction or record page

Go to the list page of the record or transaction that you want to edit.
Select More actions > Edit at the end of the row.
In the Attachment field, select the down arrow.
Highlight the attachment, then select View.
In the Attachment window, select Edit.
Select the Delete (Trash can) beside the file that you want to remove.
Select Save.

Go to the edit page of a record or transaction with the attachment.
In the Attachment field, select the down arrow.
Highlight the attachment, then select View.
In the Attachment window, select Edit.
Select the Delete (Trash can) beside the file that you want to remove.
Select Save.