Attachment save

Author: m | 2025-04-25

Click the View Attachment button. Save a single attachment. In the Attachments dialog box, click Save As. The Save Attachment dialog box appears. Use the Save in list to navigate to the new location for your file, and then click Save. Save all attachments. In the Attachments dialog box, click Save All. The Save Attachments dialog box appears

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When you choose to save all files, you cannot choose to save some of the files — you must save them all. To selectively save files, you need to do so one at a time. Open the table, form, or report that contains your attachments, and then open the Attachments dialog box. Open the Attachments dialog box from a table Open the table in Datasheet view, and then double-click the attachment field that contains the attachment you want to save. Open the Attachments dialog box from a form or report Open the form or report that displays your attachments. Navigate to the record that contains the attached files. Click the image control that displays the attached files. The Mini toolbar appears. Click the View Attachment button. Save a single attachment In the Attachments dialog box, click Save As. The Save Attachment dialog box appears. Use the Save in list to navigate to the new location for your file, and then click Save. Save all attachments In the Attachments dialog box, click Save All. The Save Attachments dialog box appears. Use the Look in list to navigate to the new location for your files, and then click Save. Top of Page Remove attached files The steps in this section apply to tables and forms. Remove an attachment Double-click the attachment field in your table to open the Attachments dialog box. –or– In your form (in either Layout view or Form view), navigate to the record that contains the attachment you want

Extract and Save an Attachment

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Save Attachment - help.nintex.com

The task or email message, its owner and the objects selected in the Sidebar.When saving as Content Documents is disabled, the email attachment will be saved separately for each selected object. For instance, if you save an email to one contact and one account, then in Salesforce, three duplicate attachments will be created: one for the task or email message, one for the selected account, and one for the selected contact.In either case, the files are stored in Salesforce under Notes & Attachments of the associated object(s).If you manually save an attachment to a particular record via the Sidebar:By expanding a record’s details and then clicking on + (Add) next to Attachments.By clicking Attach next to a file listed in the Files tab on a record’s card.By selecting Attach files from the picklist of actions available for a record.The attachment (both content document and attachment object) will be linked only to this specific record.Saving email attachments by assigning Salesforce category¶NoteThe patterns described in this section only apply to saving attachments as Content document files. If Attachment objects are used instead, the files will be linked only to the corresponding Task or Email message object.If you save an attachment by assigning the Salesforce category to the email/event containing it, it will be saved in Salesforce by Revenue Grid synchronization. By default, the attachment will be linked to the corresponding Task/Email message object, while the Task/Email message itself will be linked via the Name and Related to fields to the relevant Lead/Contact and Account and available Case or Opportunity records (if linking to Opportunities is enabled), found by RG Email Sidebar Initial Search, and with the record Owner’s profile.Depending on your organization’s settings, you can also link the attachment directly to the associated Contacts.Note that unlike in the case of manual email/event saving (see point ( 1 ) ), there is no way to save the “default attachment” (the email message in .eml format) when the email gets saved in Salesforce by Sync Engine.Auto-saving email attachments¶NoteThe patterns described in this section are only applicable for saving attachments as Content document files. If Attachment objects are used instead, the files will be linked only to the corresponding Task or Email message object.Suppose email auto-saving is enabled in sync settings, and an email containing attachments is received from or sent to a known (registered in Salesforce) contact. In that case, the email will be. Click the View Attachment button. Save a single attachment. In the Attachments dialog box, click Save As. The Save Attachment dialog box appears. Use the Save in list to navigate to the new location for your file, and then click Save. Save all attachments. In the Attachments dialog box, click Save All. The Save Attachments dialog box appears

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Attached Files Handling Mechanisms (User level article)¶7 min read · For Email Sidebar users on: Two ways of attachments saving¶Files attached to emails and events can be saved in Salesforce in two ways:As Content Documents (Files)As Attachment objectsWhen you save an attachment as an Attachment object, depending on whether it is an email or event attachment:Email Attachment: The attachment will be saved separately for each selected object. For instance, if you save an email to one contact and one account, then in Salesforce, three duplicate attachments will be created: one for the task or email message, one for the selected account, and one for the selected contact.Event Attachment: The attachment will be linked only to the Event object created. The event will then be linked to the selected objects. If the event is deleted, the attachment will be deleted as well.However, if you save an attachment as a Content Document (File), it will be saved to Salesforce as a separate file so you can access it on the Files page independently of any other records.This Salesforce file will be linked to the following:Event or Email objectEvent or Email ownerOther objects manually selected by the user when saving via the Sidebar or automatically by the Server Sync according to your sync settings.Saving attachments as Content Documents prevents file duplication in Salesforce storage and optimizes file management, making it the preferred method. We recommend the other method only when saving attachments as Content Documents cannot be enabled.By default, email attachments are saved as Content Documents, while saving event attachments is disabled.Limitations¶RG Email Sidebar cannot save attachments in Salesforce in the following cases:Items attached to Outlook emails or events as OneDrive or other cloud location linksEmail attachments added inline to the emailEmails opened in Compose modeFor more information about inserting inline images to emails, see How to Insert an Inline Image in an Outlook Message.To learn the difference between Read and Compose modes, see Ways to Save an Email in Salesforce.NoteThe patterns described in the article are only valid for the default setup. Some specific aspects of attachment saving and linking mechanisms can be adjusted with assistance from our Support team.If you manually save an attachment with an email via the Sidebar (select an email, mark relevant records, and click Save) and the saving as Content Documents feature is enabled, the attachment will be saved in Salesforce as a single file, linked to

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