Dear community,
We use attachments to store relevant deal info (signed docs etc.)
I can’t figure out a way to see those attachments outside of the “right panel view”, I was trying to get a card with attachment in the “view record page”
Anyone has a solution for that ? Thanks++
Hi @MDubuc ,
I’m happy to add my two cents here.
Unfortunately, there isn’t a great way of visualising the attachments outside of the right hand column in records.
I did a bit of digging and there is a property that exists which gives you an attached file ID. However, unless you have a method of translating the file ID into something more tangible, I’m not really sure what it could be used for. Perhaps, you could use the unique file ID to trigger a workflow that would populate another property with a certain value or with a specific naming convention and that way, you could at least use this as a data source in a report. As it stands, with only the attached file ID, you’d be left with a report like this one:
The other option, which might make things a little easier for you going forward, would be to use the Documents tool which offers a little more flexibility, but it all depends on what you’re looking to do.
I hope this helps!
Thank you so no good solution 
I guess I will use Notes attachments as a workaround but sad that the product team did not thing of a simple Card we can add on the deal record page, does not seem very complex and we like to keep our deal supporting files in one place.
Thanks for sharing Brian! I have searched high and low for the ‘Attached File ID’ field on Contact, Company and Deal objects to no avail. Can you share where/how you pulled this information?
Hey @MDubuc
so for the moment there is no native way of doing this.
With custom card you can create a card in the right column that can display the document.
But if you have a lot of documents maybe you can think about a list of links to them?
Hope this helps