Files
Upload, view, control visibility, and manage files and attachments.
- Uploading, searching for, and assigning attachmentsWhere to upload an attachment to a Hanna record, how to name it clearly, and how to find it later.
- File preview, visibility, sending, and deletionIndividual files can be previewed or downloaded, while multiple files can be prepared as a ZIP archive; consider their usage before deletion. The file type and record context determine the file's purpose and who can view or forward it.