File Attachments
Files can be attached to document records through fields that the administrator has configured on the document type.
How file attachments work
A file attachment is a custom field of a specific type — a link to a file entity. The administrator adds such a field to a document type and gives it a name (for example, "Signed copy", "QR code", or "Supporting document").
When editing a document record, you upload or select a file into that field. The file is stored in the platform and linked to the record.
This is the same field mechanism used across all entity types — documents, deals, customers, and other record kinds can all carry file fields if the administrator defines them.
Typical use: attaching a signed document
The most common use of file attachments on documents is uploading a signed scan. The typical workflow is:
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Generate the document from a template (see exporting a record).
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Print and sign the document outside CityScreen Deals.
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Scan or photograph the signed copy.
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Upload the scan into the file attachment field on the document record.
Documents are signed outside CityScreen Deals, and the file attachment field stores the signed copy.
Related pages
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Document records — the document model and record structure
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Exporting a record — producing the file to be signed
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Data types — field types available in the entity system, including file links