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Version: 8.2All Creatio products

Work with attachments

To work with additional information in Creatio, use the Attachments component.

Use the component to store external files. The component is available on some record pages, for example, contact pages.

The Attachments component has the following views available:

  • Gallery view. In this view, the files and links added to the detail are displayed as tiles. The tile appearance varies depending on the file extension.
Fig. 1 Gallery view
Fig. 1 Gallery view
  • List view. In this view, the files and links added to the detail are displayed as a list of records.
Fig. 2 List view
Fig. 2 List view

Attach files to records​

  1. Open the needed record, for example, the task page.

  2. Click the Attachments button.

  3. Click btn_upload.png. You can also drag the file and drop it into the component (Fig. 3).

    Fig. 3 Drag a file into the Attachments component
    Fig. 3 Drag a file into the Attachments component

As a result, Creatio will save the selected file in the component.

Download attachments​

To download the file added to the Attachments component, click its name. The browser will save it to its downloads folder.

Delete attachments​

To delete an attachment, click btn_more.png next to the file → Delete.

See also​

Get started with Creatio Freedom UI