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Managing Your Company's Attachments

Before you begin. To perform the procedures for managing attachments, your role must include the Manage Attachments privilege.

You can review all attachments for all records at your company. This will let you determine:

  • Which file attachments are taking up large amounts of storage space
  • Which files have been attached more than once

    If this is the case, consider placing the attachment on a common shared location and directing users to replace attachments with the path to those files.

  • Which users need to be reminded of the storage issues for large attachments

To review all attachments at your company

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Content Management section, click the Content Management link.
  3. In the Manage Attachments section, click the Manage Attachments link.
  4. Do any of the following:
    • To view the attachment, click View in the row. This opens the file or takes you to the URL address.
    • To delete the attachment, click Del in the row. The deleted file or URL is moved to the Deleted Items page and is permanently removed from the database after 30 days.

      To replace the file or URL with a different one, click Replace. On the Edit page, enter the required information and save the record.

      For complete instructions, see Attaching Files and URLs to Records.

    • To limit the attachment records displayed in the list, click the drop-down menu and change the selection.

      The drop-down list contains standard lists distributed with the application.


Published 05/11/2007