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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Download a document

Download an attached document version based on the selected default version.

Before you begin

Role required: none

About this task

Note: To download a document, the version file type must be an attachment and not a URL.

Procedure

  1. Navigate to All > Documents > Documents.

  2. Select the record.

  3. Select the Documents tab.

  4. Select the documents you want to download.

  5. In the Actions on selected rows drop-down menu, select Download Document.

Parent Topic:Document repository

Related topics

Create a document record

Document versions

Share a document link

Modify a shared link access

Configure document permissions

Delete a document link

Delete documents