---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Manage attachments

# Manage attachments for a sales process record {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process
record.

## Before you begin

Role required: sales process manager \[sn_l2c_cockpit.sales_process_manager\]

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Under Lead to Cash Process Management, select Sales Process Records.
4. Select the sales process record.
5. Select the Attachments tab.
6. Select the attachment.
7. Select the More actions icon for the attachment entry.
8. Select the desired action.  
   * Download
   * Delete
   * Rename

   {#manage-attachments-l2c-process-management__ul_kww_531_cgc}  
   Tip:  
   For bulk deletions or downloads, select the files or select All Files and then select the action.
9. **Optional:** Select an attachment to preview it.
**Related concepts**   

* [Configuring Lead-to-Cash Process Management](https://www.servicenow.com/docs/RxeOgpDRR0SRscmjx24Fwg "Plan and configure your implementation of Lead-to-Cash Process Management.")
* [Lead-to-Cash Process Management](https://www.servicenow.com/docs/sIyp54da_tZtHS58O_82OQ "The ServiceNow Lead-to-Cash Process Management application empowers sales teams by providing a consolidated view of all critical sales data and activities.")

*[\>]: and then