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Manage attachments in UI - add an attachment

This task explains how to manage attachments on various detail pages by adding, viewing, editing, or deleting them.

Follow the steps in this section to add, view, edit, or delete an attachment on a Customer Account, Subscription, Invoice, Credit Memo, or Debit Memo detail page.

Complete the following steps to add an attachment:

  1. Open the detail page of the target object, for example, the account detail page.
  2. Scroll down to the Attachments section and click New or New Attachment.
  3. Click Choose File and select the file you want to attach.
  4. In the Description field, give a description of the attachment.
  5. Click Save or Submit to start uploading the file.

Note that if you upload attachments with malicious contents, an error message will be displayed indicating the uploaded file is not safe.