Viewing Attached Documents (Files)

To view a document (file) that is attached to a form, property on a form, or a record in a collection on a form:

  1. Open a form.
  2. Click  the Display documents for the current object icon in the tool bar, or select Actions > Documents for Current.

    This information about each attached document is displayed, to help you find the appropriate document:

    • The document name; the sequence, which indicates the order in which the document (file) was attached to the record; and a description of the document
    • The document type and storage method, which are defined on the Document Types form
    • The file specification, file extension, and media type, which are also defined on the Document Types form
    • Internal, which indicates that the attached document cannot be accessed through the portals
    • Suspend with Workflows, which is used with Application Event System workflows
  3. If there are many attached documents, click Filter and specify filter criteria to display the filtered list of documents in the Find Documents grid.
  4. Select the document you want to view.
    Note:  When you select an image file from the list, a preview is displayed.  If a preview is not displayed the first time, navigate away from the current record and back to the record.
  5. Click View.

    For most documents, the file is opened for viewing.  For URL document types, the default browser opens the specified URL.

The document is opened with the application that is associated with the attachment's file extension, as specified in the Document Types form.

Optionally, you can click Export to export documents from the linked file system. URL document types cannot be exported.