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Overview

The Attachment field allows users to upload files, URLs (web links), or both to an object. Most standard file types are accepted by this field; however, please view the File Restrictions section below for all restrictions. If a supported document file is uploaded to this field, it's possible to search for those documents by keywords in the file name and/or contents or by upload date. See the Attachment Searches article for more details.

Note: This field type cannot be embedded as a variable in an email template.

File Restrictions

Note: Files that contain the word compressed cannot be uploaded.

Permitted File Types 

The following is a list of file types that are permitted to be uploaded to Resolver:

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Fields tile under the Data Model section.

Fields Tile

4. From the Admin: Fields screen, click the Create Field button. 

Create Field Button

Creating an Attachment Field

1. From the Which type of Field would you like to create? pop-up, hover over the Attachments field type and click the Create Field button.

Create Field Button

2. Enter a name for the field as it will appear on an object type in the Field Name field.

Field Name Field

3. (Optional): Provide additional information in the Long Name field. You can choose to display a field’s long name on configurable forms.

Long Name Field

4. (Optional): Provide additional information or instructions on completing the field in the Description field. 

Description Field

5. Select one of the following options from the Attachment Type section:
   • File only: Users can upload files (up to 100MB in size) to an object by clicking the Add File link on a form.
   • Web link only: Users can upload URLs to an object by clicking the Add Link link on a form. If the optional display name for the web link is not included, the full URL will be displayed. Clicking the link will open the site in a new tab in your browser.
   • File and web link: Users can upload files (up to 100MB in size) and URLs to an object by clicking the Add File link or Add Link link on a form.

Attachment Type Options

6. Use the Preview section to confirm the field is correct.

Note: You can click or drag and drop files into the upload area to test the attachment field, however, you will not be able to successfully upload a file as this is a preview only.

7. Click the Create button.

Create Button