Shared features · 1 MIN READ
Documents, attachments and exports
Keep the right evidence with the right record and avoid accidental disclosure.
Guide reviewed 14 September 2026 · Controls depend on your app version and access.
Before you begin
Use a supported upload type and only information needed for the business record.
01Check the destination record
Confirm the customer, sale, payment or inventory record before selecting a file.
02Complete the upload
Wait for the upload and any completion step. Reopen the attachment from the saved record to confirm it is available.
03Review access before sharing
An exported file can leave the workspace’s access controls. Check the contents and intended recipients before sending it.
04Handle removal carefully
Use supported removal controls if an attachment is wrong. Removal from an app does not recall copies already downloaded or sent.
Check the result
The evidence opens from the correct record and does not include unrelated private information.
If something does not look right
For upload failure, check size/type and connectivity, then confirm whether the attachment exists before uploading another copy. Keep the error identifier for support.
Look up an error