Upload attachments for encryption

Protect sensitive files by encrypting record attachments using Field Encryption and Row Conditions.

Before you begin

Role required: Any role that aligns with the module access policy (MAP) created by the admin.

Procedure

1. Navigate to a record.
2. Select the Manage Attachments paperclip icon.
3. In the Attachments window, select the module to encrypt with from the Encrypt with Module drop-down options.

   

   Note:

   If Row Conditions have been added to the Encryption Field Configuration, this option isn't displayed. The attachment would then be automatically encrypted with the module defined in the Row Condition. Similarly, this drop-down option only displays when using the Manage Attachments icon and not if the attachment is added by dragging and dropping.
4. Select Choose file to locate the attachment and select Open to attach it.

Result

Attached files display at the top of the form. Encrypted attachments are denoted by a lock icon. Only users with the encryption module to view encrypted files will see them listed.