Download a document

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Download an attached document version based on the selected default version.

    Avant de commencer

    Role required: none

    Pourquoi et quand exécuter cette tâche

    Remarque :
    To download a document, the version file type must be an attachment and not a URL.

    Procédure

    1. Navigate to All > Documents > Documents.
    2. Select the record.
    3. Select the Documents tab.
    4. Select the documents you want to download.
    5. In the Actions on selected rows drop-down menu, select Download Document.