Customer attachments in Rekaz: name, file, preview and deletion

Attach a file when the customer record needs the document itself. Start from the correct customer and use a title a colleague can recognize later. The display name and the selected file are separate inputs.

Customers → open customer → Attachments

Upload Attachment

Open the upload form from the intended customer’s Attachments section. The form adds a file to that customer; it does not offer a different customer selector. If you opened the wrong record, cancel and return to the correct customer first.

Name

Give the attachment a useful display title, such as “Consultation form — 17 September”. It identifies the item in the attachment list. A descriptive name is especially useful when files from different visits have similar filenames.

Name is required, but entering it does not choose a file from your device. A title and a selected file must both be present before submission.

Give the attachment a recognizable name

File / Choose File

Choose the actual file and review the filename shown in the control. The operating system’s file-picker wording can differ from the platform language. If you selected the wrong version, choose another file before submitting.

Replacing the file in this open form changes the upload draft; it does not replace an attachment already saved in the customer’s list. Check that the display name still describes the replacement file.

A display name does not replace file selection

Maximum file size: 10MB

The form rejects a selected file that exceeds its 10 MB limit and asks you to choose another. Prepare a smaller usable version, then select it again. Shortening the attachment name does not reduce the file size.

Passing the size check is not the same as a successful upload. Wait for Submit to finish and verify the resulting attachment in the list.

Choose a smaller file when it exceeds the limit

Submit

Submit after checking both the display name and the selected file. Choosing a file alone does not save the attachment. A successful upload closes the form and adds the item to the customer’s Attachments list.

If the form remains open, review the visible result and correct the issue before trying again. Check the list before resubmitting the same document so you do not unintentionally add another copy.

Review both the title and the selected filename

Attachment Name / Creation Time / Actions

The list shows the title you entered and when the attachment was added. Use Actions on the intended row to View or Delete it. The date describes this saved attachment, not necessarily when the document itself was written.

This menu does not include an edit-name action. Review the title before the original upload rather than expecting to rename it from this menu afterward.

Open the intended row’s action menu

View / Preview not available

View opens the selected attachment. An image can appear in the preview window. A file that cannot be displayed there, such as a plain-text attachment, shows Preview not available and offers Download.

That message does not by itself mean the attachment is missing or the upload failed. Check the title and use the offered download to open the file in a suitable application. Close returns to the customer record.

Download a file that cannot be previewed

Download

Use Download in the preview window to save a copy to your device. Check the attachment title first, especially when several visits produced similarly named documents. Downloading leaves the saved attachment in the customer record.

Download is also available from an image preview

Actions → Delete → Delete / Cancel

Choose Delete only on the attachment you intend to remove. The confirmation says Attachments rather than repeating the filename, so check the row before opening it. Cancel keeps the attachment.

Confirming removes that attachment from the customer’s list. It does not delete the customer or other attachments.

Check the selected item before confirming deletion

Cancel / Close

Cancel or Close discards the open upload draft. A file selected in an unfinished form is different from an attachment saved in the list. Reopening Upload Attachment starts with an empty form.