Mark an attachments as primary

A primary attachment is displayed first in the attachment list and is used as the document thumbnail.

If no primary attachment is set, the first file in alphabetical order is used.

You can mark an attachment as primary in two ways:

Mark attachment as primary from attachment list view

  1. In Document view, click the plus (+) icon to open the Attachment List.

  2. Switch to edit mode (Document → Edit).

  3. Tick the box Select as primary attachment next to the desired file.

    Preview of the file in left area in the list view with attribute fields in the right area and buttons to save or cancel in the bottom.

    Figure 926: Mark attachment as primary

  4. Click Save. The file is marked as the primary attachment:

    Attachment list view with the list of attachments and primary attachment marker next to the first attachment in the list

    Figure 927: Primary attachment marker

Mark attachment as primary from attachment preview

  1. Open the document and go to Attachment Preview.

  2. Switch to edit mode (Document → Edit).

  3. Open the three dots menu (⋮) on the selected file:

    Expanded 3 dots menu with the list of actions for the attachment

    Figure 928: Select primary attachment from attachment preview

  4. Click Select as primary attachment.

  5. Click Save to complete your changes. The corresponding marking is displayed for the primary attachment:

    Expanded attachment list in the functional bar and primary attachment marker next to the first attachment in the list

    Figure 929: Primary attachment marker