Last Updated on:
March 6, 2025
Purpose
This guide outlines how to view, delete or download an attachment in a record.
Instructions
1. Click on an uploaded attachment to display a dialog box with options.
2. Selecting the name of an image file will open the file in a pop-up window. Text files, such as PDFs, will open in a new tab of your browser.
3. Selecting the Delete option will open a confirmation pop-up window to confirm the action.
4. Selecting the Download option will download the file to your computer.