Saving an attachment to a record

You can save an attachment for access when not connected to a HCL Compass database.

About this task

To save an attachment to a record:

Procedure

  1. Open the record and click the Attachments tab.
  2. In the Attachments field, select the file that you want to save.
  3. Click Save As.
  4. In the Save As window, enter a name for the file in the File name field.
  5. Select a file type from the Save as type list.
  6. Click Save.