Download a document from its parent record

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Download documents related to a parent record directly from the record.

    Antes de Iniciar

    Role required: none

    Por Que e Quando Desempenhar Esta Tarefa

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

    Procedimento

    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.