Note: Outside attachments that are added to documents are not permission based for access. Any user that can access the document can access the outside attachments on the documents.
Outside attachments can be added to documents that users can download. These attachments do not need to be items that are in the account.
To add an outside attachment to a document, click on the attachment link icon and add the attachment from your local drive:
The name of the file will display and will be hyperlinked for download:
You may attach as many outside items that are needed. The attached items can be organized in the list view by clicking the waffle icon next to the attachment:
Note: Outside attachments can be added, edited, removed no matter the state the document is in.
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