Download a document from its parent record

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

    Role required: none

    About this task

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

    Procedure

    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.