Upload, Download and Delete File Attachments (Related Files & Documents)

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information
• Notes

Overview

Find more information on how to upload, download and delete file attachments in Clausematch.

Pre-conditions

• Document Level Permission: 'Owner', 'Editor'.
• Your browser is up to date.

Steps

Upload:

1. Click Edit from the document menu bar.
2. Select File Attachments.
3. Click Choose file.
   
4. Select the file to be uploaded.
5. Click Open*.

Download:

1. Click on Edit from the document menu bar.
2. Select File Attachments.
3. Choose a file and click on the download icon.

Delete:

1. Click on Edit from the document menu bar.
2. Select File Attachments.
3. Click on the bin icon to remove the file.

Supplementary Information

Using the search engine in the attachments window, you can find files by their name or their extension type.

Notes