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Open an uploaded file inside of a record

Last updated on Apr 17, 2023
  • Select the file and it will automatically download to the “downloads” file on your desktop or smart phone

  • In the “Docs Shared” column on the right of your record, scroll down to find your file or use the drop-down menu to sort by file type

  • Locate and click the 3 dots on the right of the file

  • Scroll to the “download” option in the pop-up menu

  • This file can be found in the downloads file on your desktop or smart phone