Manage attachments for a sales process record

---
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/order-management/manage-attachments-l2c-process-management.html
release: brazil
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** > **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/brazil/markdown/order-management/using-lead-cash-process-management.md)

**Related topics**  


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

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