View, rename, and remove the attachments on a record and adjust the maximum allowable size of attachments.

Before you begin

Role required: admin

Procedure

  1. Navigate to the record (example, an incident record), the existing attachment are visible at the top.
  2. Select the attachments icon (Attachments icon) or the Manage Attachments link if files are already attached.
    The number of attachments for a record is listed on the Manage Attachments link.
  3. To add attachments, complete the following steps.
    1. Select Choose Files.
    2. Select the file to attach and select Open.
  4. To rename an attachment, complete the following steps.
    1. Select [rename] beside the file name at the top of the form.
    2. Edit the file name, move your mouse device anywhere on the screen, and press your mouse device once to save the changes.
    Note: To cancel rename and return to the main screen, press the Esc key or the X.
  5. To remove attachments, select the Manage Attachments link and complete the following steps.
    1. Select the attachments icon (Attachments icon).
    2. Select the check boxes next to the attachments.
    3. Select Remove.
      The attachment disappears and the pop-up window remains open.
      Note: After a record has been closed, you can't delete the attachments for that record.
  6. Close the pop-up window to return to the form.
  7. To adjust the maximum allowable size of an attachment to a record, complete the following steps.
    1. Navigate to System Properties > Security.
    2. Locate Maximum file attachment size in megabytes: and enter the file size.
      Note: The default maximum size limit for an attachment file that can be added to a record on the Now Platform is 1024 MB for a new base system instance. If the field is left empty, the default limit (currently set at 1 GB) is the maximum attachment file size.
    3. Select Save.