Using the Application Event System for Document (File) Attachments

Including Documents Attached to Records

If you plan to use application events and event handlers with collections and records that can already have document attachments, and you want to include those attached documents in whatever action is taking place through the event handling, you can use the Attach event action parameter in conjunction with a Notify, Prompt, or Send Email event action. This option allows you to include all documents, only internal documents, all document other than internal documents, or specified individual documents from the record being processed. You can also exclude all document attachments from an event handler action.

With the application event system, you can update (modify) or detach documents already attached to records and included in such actions.

See the help on the Event Action Attach form for more information about how to use the fields.

For more information and sample scenarios, see the Guide to the Application Event System.  

Using the Application Event System to Process Document Attachments

You can use the application event system to attach, link, update, or detach documents during the processing of an event handler. For these types of actions, use the Attach event action type as part of the handler sequence.

For more information and sample scenarios, see the Guide to the Application Event System.