---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Manage attachments

# Manage attachments for a sales process record {#ariaid-title1}

* Release version: Xanadu
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process
record.

## Before you begin

Role required: sales process manager \[sn_l2c_cockpit.sales_process_manager\]

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Under Lead to Cash Process Management, select Sales Process Records.
4. Select the sales process record.
5. Select the Attachments tab.
6. Select the attachment.
7. Select the More actions icon for the attachment entry.
8. Select the desired action.  
   * Download
   * Delete
   * Rename

   {#manage-attachments-l2c-process-management__ul_kww_531_cgc}  
   Tip:  
   For bulk deletions or downloads, select the files or select All Files and then select the action.
9. **Optional:** Select an attachment to preview it.

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