Edit attachments

Related information

Related topics

• Add an attachment to multiple journal entries

Edit information about an attachment An attachment is a bundle of one or more supporting documents, such as spreadsheets, scanned images, or word processor documents. or continue to add and update files in an attachment after it has been created. Any edits to an attachment are reflected in all transactions or records that link to that attachment.

To edit the contents of a specific file in the attachment, download the file then edit it outside of your company before deleting the original file in the attachment and uploading the new version.

Edit attachment information from the Attachments list

Business users with no admin privileges can only edit attachments that they create.

1. Go to Company > Setup > Storage > Attachments.

2. Find the attachment that you want to edit.

3. Select Edit at the end of the row.

4. Make your changes.

5. Select Save.

1. Go to Company > Setup > Storage > Attachments.

2. Find the attachment and select Edit.

   You can filter through columns to narrow your search.

3. Make your changes.
4. Select Save.

Edit attachment information on a record or transaction

Business users with no admin privileges can only edit attachments that they create. To edit attachments to records or transactions, you need permissions to that record or transaction.

1. Find a record or transaction with an attachment that you want to edit.

2. Select Edit at the end of the row.

3. In the Attachment field, select the down arrow.
4. Highlight the attachment, then select View.
5. In the Attachment window, select Edit.
6. Make your changes.

7. Select Save.

1. Go to the edit page of a record or transaction with the attachment.
2. In the Attachment field, select the down arrow.
3. Highlight the attachment, then select View.
4. In the Attachment window, select Edit.
5. Make the necessary changes.
6. Select Save.