There are a couple different ways that you can view files that have been added to an Attachment Field in Risk Cloud:

Option 1 - View the Attachments by opening up the Record containing the Attachment Field

  • To do this option, you must have set up your workflow in the Build section to make sure that the Attachment Field is included as a Read-Only field in the Steps where you want to be able to view and download the files attached. Click the file name to download and view the Attachment.

Option 2: View the attachments in a Table Report

  • To do this option, please refer to the Creating a Table Report to make a Table Report. When adding Fields, be sure to add your Attachment Field in order to view it. The Report will display all of the attached files for any existing Records in the Workflow that you have access to.
Did this answer your question?