Attachments

Attachments are used as supporting evidence for issues and investigations.

01Manage attachments

Manage documents from the document library or from a conversation where the file is already attached. Attachment cards use a tighter layout so actions stay easy to reach, including on narrower screens.

Files you upload here can also be reused later as upload fixtures in ad-hoc tests. Store commonly needed sample files in the Attachments library so testers can quickly find and stage them during a run.

Delete controls are role-aware. If you do not have permission to remove an attachment, you can still open, download, or attach the file where supported, but you will not see Delete.

Document actions in the library

Use the three-dot menu on a document to work with the file without opening the full conversation context. The action menu is placed to avoid covering image previews, so you can review the file and access actions more easily.

Action	What you can do
Open	Open the document directly to review its contents.
Download	Download the document to your device.
Attach	Add the document to the current conversation or workflow context when you want to reuse it.
Delete	Remove the document from the library when you have permission to delete attachments.

Actions for conversation documents

When a document is already attached to a conversation, use the available controls to manage it quickly. The tighter card layout improves readability and keeps menus accessible on smaller screens.

Action	What you can do
Open	Open the attached document for review.
Download	Download the attached document.
Detach	Remove the document from the current conversation without deleting it from the library.
Delete	Permanently remove the document when it is no longer needed and you have permission to delete attachments.

02Using attachments in workflows or planning

Reuse documents across follow-up work in Flow Planner. You can also use attachments as audio clips in workflow runs with the Audio Input node.

You can also upload files here so they are available later as fixtures in ad-hoc tests. This is useful when your team repeatedly tests uploads such as PDFs, images, CSVs, or other sample files.

1. Open the relevant conversation, workflow, planning context, or Attachments library.
2. Select the option to add or manage attachments.
3. Choose an existing document from the library, upload a new file, or record a new audio clip in the browser when your workflow uses Audio Input.
4. Use Attach to add the document or audio clip to the current context.
5. In an ad-hoc test that needs a file upload, search for the file from the Attachments library, stage it, and use it as your upload fixture.
6. Use Detach later if you want to remove the document from only that conversation while keeping it available in the library.

Audio attachments are useful when you want a workflow to play a recorded clip into the browser microphone during a run.

Supported attachment types and usage

Use attachments in these ways:

Type	Supported usage
Documents and images	Add supporting files to conversations, issues, investigations, workflows, planning sessions, and ad-hoc test upload fixtures.
Audio files	Attach an uploaded audio file or a clip recorded in the browser for use with the Audio Input workflow node.

Permissions

What you can do with attachments depends on your role.

Capability	What to expect
View actions	If you can access the attachment, you can see actions such as Open, Download, and Attach where those actions apply.
Delete actions	You see Delete only if your role allows you to remove attachments. If you do not have that permission, the delete control does not appear.
Detach actions	You can use Detach when you need to remove an attachment from the current conversation without deleting it from the library.

Attachment sources

Attachments views show current attachments only. Legacy feedback screenshots are no longer mixed into these views, so you can review the files that belong to the current conversation, workflow, issue, or planning context without extra legacy screenshots appearing alongside them.

For related workflow guidance, see /docs/guide/flows for Audio Input configuration and /docs/guide/flow-planner for planning workflows.

03Related

• /docs/guide/flows
• /docs/guide/flow-planner
• /docs/reference/issues
• /docs/reference/conversations