--- title: "Attachments Tab" slug: "attachments-tab" description: "Manage all files on an R365 record from the Attachments tab. Upload, view, download, or delete attachments in one place." updated: 2026-01-22T12:00:04Z published: 2026-01-22T12:00:04Z canonical: "docs.restaurant365.com/attachments-tab" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Attachments Tab The attachments tab is accessed from its associated record or transaction and is where files associated with the transaction/record are managed. From this tab users can: - Upload documents to a transaction or record - Delete attachments - Open a split view of the transaction/record and the uploaded document - [Attach existing documents from Documents to Process to the transaction/record](/doc/docs/attach-document-to-existing-transaction-in-documents-to-process#attach-a-document-from-the-transaction) --- ## Security All users are able to view the Attachments tab for transactions/records that they have access to. --- ## Attachments Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W0TIMH1B.png) | | Button/ Field | Description | | --- | --- | --- | | **1** | Attach Existing Document | Opens the [Documents to attach panel](/doc/docs/journal-entry-record#documents-to-attach-panel) which displays documents uploaded to Documents to process. | | **2** | Upload Box | Opens the document explorer. Click to upload a document or drag a drop a supported file type in the box. | | **3** | Document link | Uploaded document file name and link. Click to open a split view of the attached document and the transaction/record. | | **4** | Trashcan | Deletes the file from the transaction. If the document was attached from [Documents to Process](/doc/docs/documents-to-process), a confirmation window includes the option to [**Restore the document**](/doc/docs/restore-document-to-docs-to-process) to Documents to Process. | | **5** | Collapse/Expand | When expanded, collapses the attachments section to a minimized view. When collapsed, expands the attachments section to a larger view. | ## Documents to Attach Panel The Documents to Attach panel opens when **Attach Existing Document** is selected on the Attachments tab. It displays documents uploaded to [Documents to Process](/doc/docs/documents-to-process). From this panel, users can [attach previously uploaded documents to the current transaction](/doc/docs/attach-document-to-existing-transaction-in-documents-to-process#attach-a-document-from-the-transaction). This panel is **only** accessible from the following transactions: - [Journal Entry](/doc/docs/journal-entry-record) (excluding the classic version) - [Payroll Journal Entry](/doc/docs/payroll-journal-entry-record) (excluding the classic version) - [Bank Transfer](/doc/docs/bank-transfer) - [AP Payment](/doc/docs/ap-payment-record) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VWCCWCCK.png) | | Button/ Field | Description | | --- | --- | --- | | **1** | Close | Closes the Documents to attach panel. | | **2** | Search | **Search** - Filters the table for the entered text in the following columns: - File Name - Location | | **3** | Table Options | - **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png) - **Columns** - Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png) - **Menu** - Contains the following additional table actions: - **Refresh Data** **-** Refreshes the table without changing the view. - **Row Height** - [Switches table row spacing](/doc/docs/change-table-row-height) between tall, medium, short, or compact. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Striped Rows** - Enables or disables [alternating row colors](/doc/docs/apply-row-stripping-to-tables). Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) - **Column Filtering** - Turns [column filtering](/doc/docs/filter-a-table-with-column-filters) on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in [User Preferences.](/doc/docs/user-preferences) | | **4** | Document Selector | Selects the document for bulk actions in the action bar (#6) | | **5** | Document Row | The row that represents a single upload to [Documents to Process](/doc/docs/documents-to-process). | | **6** | Action Bar | A menu of actions that apply to the selected documents. Options include: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WRQAK504.png)Attach: Attaches the selected document(s) to the transaction. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MZFAF7PW.png)Close: Closes the action bar and unselects the previously selected document(s). | --- ## Split View in the Attachments Tab The split view displays a side by side view of the transaction or record and the uploaded file. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PYROKD43.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Modal View | Closes the split view and opens the image/document in a small window. | | **2** | Full screen | Expands the image to full screen. | | **3** | X | Closes the split view. | | **4** | Page selector | Opens a dropdown that includes all documents attached to the current transaction/record. | | **5** | Download | Downloads a copy of the file. | | **6** | Toggle Sidebar | Opens a sidebar panel to browse the attachment by page thumbnails. | | **7** | Page navigation | Displays the current page number and total pages. A page number can be entered to jump to a specific page. | | **8** | Zoom controls | Zooms the attachment in or out. The current zoom percentage is displayed between the minus and plus buttons. | | **9** | Fit to page | Adjusts the view so the full page fits in the viewer window. | | **10** | Rotate | Rotates the attachment view. | | **11** | Draw | Enables freehand markup on the attachment. | | **12** | Undo | Reverts the most recent markup or change. | | **13** | Redo | Restores the most recently undone markup or change. | | **14** | Download | Downloads the attachment to the device. | | **15** | Print | Downloads the attachment to the device. | | **16** | More options | Opens additional viewer actions and settings. | | **17** | Resizer | Resizes the image and transaction/record section. Grab and drag to the desired size. |