Download a document from its parent record

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Download documents related to a parent record directly from the record.

    Vorbereitungen

    Role required: none

    Warum und wann dieser Vorgang ausgeführt wird

    Hinweis:
    To download a document, the version file type must be an attachment and not a URL.

    Prozedur

    1. Navigate to the required record (for example, Incident).
    2. Select the Documents tab.
    3. Select the documents you want to download.
    4. In the Actions on selected rows drop-down menu, select Download Document.