Introductionimport { Callout, Steps } from ‘nextra/components’
Work with Files and Attachments
Goal: Upload, review, download, and remove files when a record supports attachments.
Before you start
- Open the record or form where files are managed.
- Make sure you have permission to add or edit attachments in that area.
Where files appear
Files and attachments can appear in many modules, such as crew records, guest records, certificates, SMS documents, forms, tasks, equipment, voyages, stock records, expenses, and cashbooks.
The layout can differ by module, but the common actions are similar: upload a file, review the file list, download a file, or remove a file.
Upload a file
Find the attachment, document, or file section on the form or detail page.
Add the file
Drag a file into the upload area or use the file selection button.
Some upload areas accept one file, while others accept multiple files.
Check the selected file
Confirm that the file name and size appear in the file list before saving or confirming the upload.
Save or confirm
Save the record or confirm the upload, depending on the page you are using.
[PLACEHOLDER: screenshot - file upload area showing selected file name, file size, and remove action]
Download or remove a file
When download is available, use the download action next to the file.
When removal is available, use the delete or remove action next to the file. If you cannot remove a file, the record may be read-only or you may not have permission to edit attachments.
Result
The record has the files it needs, and you know how to review, download, or remove attachments where the page allows it.