Attach a file to a record

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Attach a file to a Configurable Workspace record. The Attachments panel provides a list of attached files.

    Before you begin

    Role required: none

    Procedure

    1. Open a Configurable Workspace record in your instance.
    2. Open the Attachments panel from the sidebar by selecting the Attachment icon ().
    3. Select the Add file icon () and open a file from your local computer.
      You can also drag and drop the file into the Attachments panel.
    4. In the Upload a file modal, review the file details.
      You can edit the file name and add an encryption module to the attachment.
    5. Select Upload.