security
Files and security
Attach files, secure downloads, and storage limits.
This training narration is AI-generated.
Transcript
Files are part of the audit context. A file can belong to a task, a handoff, a request, or a note, and secure download rules keep that history controlled. Next, open the related record and try the same flow on demo data.
Steps
- 1First we clarify the concept
- 2Then we look at real demo data
- 3We review the primary action in context
- 4Finally we verify the timeline record