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:
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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 -
List view. In this view, the files and links added to the detail are displayed as a list of records.
Fig. 2 List view
Attach files to records
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Open the needed record, for example, the task page.
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Click the Attachments button.
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Click
. You can also drag the file and drop it into the component (Fig. 3).
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 next to the file → Delete.
Creatio also deletes attachments automatically when a record is deleted. Out of the box, attachments are deleted from the "Uploaded file" database table 2 days after the record is removed. You can adjust this delay using the "File deletion delay period, days" (FileDeletionDelayPeriod
code) system setting. Learn more: Manage system settings.