Working with Record Attachments

Each Aptify form includes an Attachments tab so users can attach related documents directly to a record. This section describes how to add attachments to a record, update attachments, open attachments, and group attachments.

A user's ability to work with attachments depends on his or her permissions to the particular service. For example, if a user does not have delete access to the Persons service, then he or she cannot delete attachments from Persons record by default. Note that administrators can configure attachments security settings as needed. See Modifying Security Settings for Attachments for details.

This topic covers the following sub-topics:

5.5 Product Knowledge

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Working with Record Attachments