📎 Attachments

"Keep supporting files organized, but out of the way."
Easily manage related files without cluttering your folder view.

When editing a document in the standard document editor, you can drag and drop images, PDFs, or Word files directly into the editor.

• These are created as individual documents in the same folder.
• They are automatically marked as attachments, so they don’t clutter the standard folder content view.
• Attachments are also visible in the Linked Documents area of the document viewer.

1️⃣ Viewing Attached Documents

To display attachments in a folder:

1. Go to Folder Management → Folder content columns configuration.
2. Enable the checkbox “Show attachments.”

2️⃣ Best Practices

• 📂 Keep attachments enabled when you want to avoid clutter.
• 🔄 Link attachments to main documents for better traceability.
• 📝 Use descriptive filenames so attachments are easy to identify.
• 👀 Review the Linked Documents section to ensure attachments are properly connected.

🎯 Visual Checklist

• [x] Attachments successfully uploaded
• [x] Linked documents verified
• [ ] Folder settings updated to show attachments
• [ ] Attachments renamed/described for clarity

Updated on: 11/09/2025