Checking document availability

A paper clip icon serves as the document identifier and is displayed in the second column of an entity record to signal available document attachments. You can see this icon in both table and card views, including across dashboards.
  1. Open an entity filter to view relevant records.
  2. You can now see the document count next to the paper clip icon, which indicates the number of attachments linked to each entity.
  3. Click the paper clip icon to access the document list, where you can view and manage all attachments linked to the entity.