Question:

How to Manage Attachments in PromoMats and Medical?

Answer:

Edit Relationships permission is needed to add or delete an attachment.

How to add an Attachment:

To add attachments to a document, please follow the instructions below:

1. Navigate to the document. 
2. Open the Document Files tab.
   
   
   
3. Find the Attachments section and upload the file by:
    
   
   • clicking the Upload icon to access your Documents.
   • clicking the Attachments section where a space to Drag and Drop will appear below.
   
   
   
4. Once uploaded, the file will be displayed under the Attachments section. Optionally, the user can add a Description from the Action Menu.
   
   

Note: If a user uploads multiple files, each file becomes an individual attachment.

How to delete an Attachment:

To delete an attachment from a document, please follow the instructions below:

1. Navigate to the document.
2. From the Doc Info panel, click Document Files and expand the Attachments section.
   
   
    
3. Click on the Action Menu next to the file, and select Delete:
   
   
    
4. Click Continue.
   
   
    

Related Documentation:

Vault Help: Working with Attachments