Edit attachment details

You cannot modify the content of an attachment unless you are the owner of the file. However, you can edit the file name and description.

To edit attachment details

  1. In the Notes & Attachments section, click the name of the attachment and select Edit File Details.
  2. Modify the File Name and Description, as needed.
  3. Click Save.
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Overview: Notes and attachments

Add attachments to records

Delete notes and attachments