Manage uploaded documents in one place from Settings & Tools → Attachments. This page is helpful when you need to review files across many cases, not just inside a single case record.
On the Attachments page, you can:
The table includes:
| Column | What It Shows |
|---|---|
| File Name | Attachment title or original filename |
| Client | Linked client name |
| Case | Linked case name or ID |
| Type | File type |
| Downloads | Total file download count |
| Created | Upload timestamp |
| Last Downloaded | Most recent download time |
Use Download Archive to export all files in your current view as one ZIP:
If you open Attachments from a case/client context, pre-applied filters are also included in the archive request.
The Attachments section is available to Admin-level users. If you do not see it in the sidebar, ask your account admin to review your role permissions.