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Managing Your Company's Attachments

From the Content Management section of the Admin Homepage, you can access the Manage Attachments page, where you can review attachments.

NOTE: The Manage Attachments page shows only the attachments that are linked to parent records through the preconfigured Attachments related item. The Manage Attachments page does not show attachments that are linked to parent records through custom attachment record types, or attachments that are added to records through attachment fields. For a list of the record types that support the preconfigured Attachments related item, see About Attachment Configurations.

Reviewing attachments helps you to determine:

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

  If a file has been attached more than once, 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

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

To review attachments

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, select View in the record-level menu for the attachment. This opens the file or takes you to the URL address.
   • To delete the attachment, select Delete in the record-level menu for the attachment. 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.