> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/processes/working-with-processes/process-details-page/notes-and-attachments.md).

# Notes and attachments

The Notes and Attachments subtab allows the user to add and manage notes and file attachments related to current process. This table will display:

* **Type** of record - Note or Attachment
* **Title** of the record - clicking the link will display a popup containing additional details about the record.
* **Last Modified Date & Time**
* **Creator** of the record

The following actions may be performed by using the buttons above the record list:

* **New Note** - allows the user to create a new Note record for the Process.
* **Attach File** - allows the user to create a new Attachment record by uploading a file
* **View All** - displays a popup containing a list of all records, providing separate lists of Notes and Attachments.

Each table entry has a row **action** menu, that allows the user to Edit or Delete the selected entry.

![](/files/c42204c3b531d79ed6e45329e00707f1cbcc0656)

## Managing notes

### Create note

Click the **New Note** button to show a popup containing the proper **form**. Populate the note **title** (mandatory), type text in the note **body** (optional), and check the **Is Private**? checkbox if you want to make the note visible only to you.

![](/files/190d68e18e11dee32199c8a3c5fb7cf4132a8feb)

### View note

Click a note title, which is a link in the list, to show a popup with note information.

![](/files/ab844386687785034cc8afe55c384a8a1633a2af)

Click any **Edit** icon, represented by a pencil image, to switch the popup to **Edit** mode.

You can also view all notes by clicking the **View All** button. A popup with the full notes list appears.

![](/files/fb7f6f115c6af8cb9deee231fa06c93069c6ebd3)

### Edit note

Click the **Edit** icon on the **View Note** popup, or click an item in the entry submenu, to show a popup containing the proper form. Change the note fields and save.

The following fields are also shown for notes:

* **Created By**
* **Modified By**

![](/files/20f5ebdfbc5a735bba91c0b5eef9345161f63b1c)

### Delete note

Click the **Delete** item in the entry submenu. Click **Yes** in the confirmation popup.

## Managing attachments

### Add attachment

Click the **Attach File** button to show a popup containing the proper form. Select one or several files; this field supports multiple selection. Click the **Remove** button if you need to remove one of the files. Click the **Attach File** button.

![](/files/4d6fbe79f1cf6a435f32140cf6699a8af917577e)

{% hint style="info" %}
If you select file(s) again, all previously selected files will be removed.
{% endhint %}

### View attachment

Click an attachment title to show a popup containing basic information about the attachment. Click any **Edit** icon, represented by a pencil image, to switch the popup to **Edit** mode. Click the **Direct Link** to display, if supported by the browser, or download the attached file by a direct link.

![](/files/83ed7631eb9572d218255654b1cd2a8454cafcdc)

Another way to see an attachment is to click the **View** item in the entry submenu.

![](/files/c886b8a280849ddb203a84655653b71d6b844bc3)

The attachment opens in a new page if the file type is supported by the browser for display, such as an image, or is suggested for download.

You can also view all attachments by clicking the **View All** button. A popup appears. Click the **Attachments** button to see the list of attachments.

![](/files/24272eec8be8dd24b10d79b9503af2648a6af211)

### Edit attachment

Click any **Edit** icon, represented by a pencil, on the **View Attachment** popup, or click an item in the entry submenu, to show a popup containing the proper form. Change the attachment fields and save.

![](/files/b84a389d3cf7a8d6c18fda386890c5bb77c5fb00)

### Delete attachment

Click the **Delete** item in the entry submenu. Click **Yes** in the confirmation popup.