Save Attachment Action
The Save Attachment action saves the entire workbook or specific worksheets to the Notes and Attachments section of an Individual object. A new attachment is inserted each time this action is executed. This action does not provide any file locking. Use a Check-Out action if the file locking is required.
An attachment can be saved either in an Excel or PDF file format.
When an attachment is downloaded, the file name is the actual filename in your environment. <filename>.<extension>
Limitation in Apttus Intelligent Cloud environment
You cannot retrieve attachments.
If a file with the same name and extension exists, a sequence number is appended after the filename, such as <filename> (2).<extension> and <filename> (3).<extension>.
To create a Save Attachment action, at least one object must be identified as an Individual.
To create a Save Attachment action
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Click on the arrow beneath the Actions button and select Save Attachment.
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Click Save.
