Opening attachments

You can open an attachment (a file or link) from the Attachments tab of an open record window. In addition, you can open a attachment file when you are performing a workflow action, in the action form.

By default, an attachment is opened with the program associated with the attached file or link's type.

To open an attachment file or link using the associated program in a browser:

  • Double-click the attachment on the Attachments tab or in the workflow action window.