Manage attachments for a sales process record

task australia Updated Sep 10, 2026 1 min read manage-attachments-l2c-process-management.md

Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.

Before you begin

Role required: sales process manager [sn_l2c_cockpit.sales_process_manager]

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Under Lead to Cash Process Management, select Sales Process Records.
Select the sales process record.
Select the Attachments tab.
Select the attachment.
Select the More actions icon [Omitted image "ellipsis-vertical-fill-24.svg"] Alt text: for the attachment entry.
Select the desired action.
- Download
- Delete
- Rename Tip: For bulk deletions or downloads, select the files or select All Files and then select the action.
Select an attachment to preview it.

Parent Topic:Using Lead-to-Cash Process Management

Lead-to-Cash Process Management

56 lines · 2.2 KB Wrap lines

---
title: Manage attachments for a sales process record
description: Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/manage-attachments-l2c-process-management.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Lead-to-Cash Process Management, Order operations apps, Use, Sales Customer Relationship Management]
---

# Manage attachments for a sales process record

Rename, download, or delete files, documents, or images such as implementation plans, customer-provided specifications, or finalized quotes related to a customer account you're monitoring with a sales process record.

## Before you begin

Role required: sales process manager \[sn\_l2c\_cockpit.sales\_process\_manager\]

## Procedure

1.  Navigate to **Workspaces** &gt; **CRM Workspace**.

2.  Select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

3.  Under **Lead to Cash Process Management**, select **Sales Process Records**.

4.  Select the sales process record.

5.  Select the **Attachments** tab.

6.  Select the attachment.

7.  Select the More actions icon \[Omitted image "ellipsis-vertical-fill-24.svg"\] Alt text: for the attachment entry.

8.  Select the desired action.

    -   Download
    -   Delete
    -   Rename
    **Tip:** For bulk deletions or downloads, select the files or select **All Files** and then select the action.

9.  Select an attachment to preview it.


**Parent Topic:**[Using Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-cash-process-management.md)

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[Configuring Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configuring-lead-cash-process-management.md)

[Lead-to-Cash Process Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/explore-lead-cash-process-management.md)