The attachments area also stores system-generated items such as Profiles.<\/p>\n\n\n\n
Attaching Files<\/h2>\n\n\n\n\n- Open any Name, Company, or Position record.<\/li>\n\n\n\n
- Click Attachments<\/strong> from the Navigation menu at the top of the record. Within this area you’ll see three filters:\n
\n- Upload<\/strong>: General attachments that have been uploaded to the profile.<\/li>\n\n\n\n
- Profile<\/strong>: Any submitted profiles for the record being viewed.<\/li>\n\n\n\n
- Word<\/strong>: Any Word documents that have been attached to the profile.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Click the “Upload” button at the top right and navigate to the file on your computer.<\/li>\n\n\n\n
- Click Open to add the attachment.<\/li>\n<\/ol>\n\n\n\n
![\"\"](\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Attchments-Upload-PCR10.png\")
<\/figure><\/div>\n\n\nManaging Attachments<\/h2>\n\n\n\n
Once attachments exist on a record, they will appear in the Attachments area. This is where you’ll go to open or view your attached documents.<\/p>\n\n\n
\n![\"\"](\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Name-Record-Attachments-Tab-PCR10-1.png\")
<\/figure><\/div>\n\n\nYou will see the following columns:<\/p>\n\n\n\n
\n- Description<\/strong><\/li>\n\n\n\n
- File Type<\/strong><\/li>\n\n\n\n
- File Name<\/strong><\/li>\n\n\n\n
- Size<\/strong><\/li>\n\n\n\n
- Date Added<\/strong><\/li>\n\n\n\n
- Actions:<\/strong> Click the three dots in the action column to View, Download, Delete, and Edit the attachment.<\/li>\n<\/ul>\n\n\n\n
This list can also be reordered by clicking the sort icon to the right of the column name. You can click multiple times to change between ascending or descending results.<\/p>\n\n\n\n
Add button<\/h2>\n\n\n\n
The primary “Add” button can be used for uploading one or more attachments as well. Click here<\/a> to view more information about adding records and attachments using the primary “Add” button.<\/p>\n","protected":false},"excerpt":{"rendered":"Name, Company, and Position records can have a variety of file attachments. Common uses for this feature are to\u2026 The attachments area also stores system-generated items such as Profiles. Attaching Files Managing Attachments Once attachments exist on a record, they will appear in the Attachments area. This is where you’ll go to open or view… Continue reading Attachments<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[98],"glossaries":[],"doc_tag":[],"knowledge_base":[26],"class_list":["post-14320","docs","type-docs","status-publish","hentry","doc_category-records","knowledge_base-pcrm","entry"],"year_month":"2026-04","word_count":247,"total_views":"699","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Working with Records","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/records\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRM","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/","term_slug":"pcrm"}],"knowledge_base_slug":["pcrm"],"_links":{"self":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14320","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=14320"}],"version-history":[{"count":6,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14320\/revisions"}],"predecessor-version":[{"id":15473,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14320\/revisions\/15473"}],"wp:attachment":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=14320"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=14320"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/glossaries?post=14320"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=14320"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=14320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- Upload<\/strong>: General attachments that have been uploaded to the profile.<\/li>\n\n\n\n
- Profile<\/strong>: Any submitted profiles for the record being viewed.<\/li>\n\n\n\n
- Word<\/strong>: Any Word documents that have been attached to the profile.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Click the “Upload” button at the top right and navigate to the file on your computer.<\/li>\n\n\n\n
- Click Open to add the attachment.<\/li>\n<\/ol>\n\n\n
\n<\/figure><\/div>\n\n\nManaging Attachments<\/h2>\n\n\n\n
Once attachments exist on a record, they will appear in the Attachments area. This is where you’ll go to open or view your attached documents.<\/p>\n\n\n
\n<\/figure><\/div>\n\n\nYou will see the following columns:<\/p>\n\n\n\n
- \n
- Description<\/strong><\/li>\n\n\n\n
- File Type<\/strong><\/li>\n\n\n\n
- File Name<\/strong><\/li>\n\n\n\n
- Size<\/strong><\/li>\n\n\n\n
- Date Added<\/strong><\/li>\n\n\n\n
- Actions:<\/strong> Click the three dots in the action column to View, Download, Delete, and Edit the attachment.<\/li>\n<\/ul>\n\n\n\n
This list can also be reordered by clicking the sort icon to the right of the column name. You can click multiple times to change between ascending or descending results.<\/p>\n\n\n\n
Add button<\/h2>\n\n\n\n
The primary “Add” button can be used for uploading one or more attachments as well. Click here<\/a> to view more information about adding records and attachments using the primary “Add” button.<\/p>\n","protected":false},"excerpt":{"rendered":"
Name, Company, and Position records can have a variety of file attachments. Common uses for this feature are to\u2026 The attachments area also stores system-generated items such as Profiles. Attaching Files Managing Attachments Once attachments exist on a record, they will appear in the Attachments area. This is where you’ll go to open or view… Continue reading Attachments<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[98],"glossaries":[],"doc_tag":[],"knowledge_base":[26],"class_list":["post-14320","docs","type-docs","status-publish","hentry","doc_category-records","knowledge_base-pcrm","entry"],"year_month":"2026-04","word_count":247,"total_views":"699","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Working with Records","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/records\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRM","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/","term_slug":"pcrm"}],"knowledge_base_slug":["pcrm"],"_links":{"self":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14320","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=14320"}],"version-history":[{"count":6,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14320\/revisions"}],"predecessor-version":[{"id":15473,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14320\/revisions\/15473"}],"wp:attachment":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=14320"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=14320"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/glossaries?post=14320"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=14320"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=14320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- File Type<\/strong><\/li>\n\n\n\n
- Profile<\/strong>: Any submitted profiles for the record being viewed.<\/li>\n\n\n\n