You can attach relevant information to a record (or to a task on a record) in the form of a file or a URL address. Attached documents can be located on your company network, on the Internet, or in a Document Management System. Documents can include text files, spreadsheets, and diagrams.
When you configure the Attached Documents action, you integrate the location of a stored document file with the location that you specified in the system. You can configure the system to store attached document files on the same server as the application server that is running the system. You can also store attached documents on other servers.
If you have a document management system, you can integrate it with the Attached Documents action. Integrating a document management system requires code changes and programming skills.