> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saphion.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Record panel and attachments

> Open any record to read it, change it, attach files and talk about it.

Open an Action, a Contact, a Company or any other record, and it opens in the record panel beside your list. The panel has the same order for every kind of record, so once you know one you know them all.

## The panel from top to bottom

**1. Head**

The head holds the record's main act where it has one, such as **Mark complete** on an Action. Beside it are **Follow**, **Add to favorites**, **Copy link** and a **More** menu.

**2. Title and properties**

The properties are the record's key facts, for example Status, Assignee and Due date. Empty properties that are not part of the record's core fold away. Choose **Show N more fields** to see them.

**3. Description**

What the record is about. Edit it in place.

**4. Actions**

The Actions that belong to the record, and sub-Actions where the record is an Action.

**5. Related records**

Lists of records connected to this one.

**6. Attachments**

The files attached to the record.

**7. Comments and Activity**

Two tabs at the bottom. **Comments** is the conversation, and **Activity** is a plain log of what changed. The tab you used last opens first on the next record.

## The More menu

* **Open as a page** gives the record a full page of its own.
* **Archive** hides the record from active work. You can restore it from **Archive**.
* **Delete** moves the record to the Bin and says first what else goes with it. See [Bin and restore](https://docs.saphion.co.uk/admin/bin-and-restore.md).

## Follow a record

Choose **Follow** to receive updates on a record. A following record appears in your notifications as it changes. Choose **Following** to stop.

## Attachments

Every record has one place for its files, called **Attachments**. The section shows how many files are attached.

* Choose **Upload**, or drop files onto the section, to attach them.
* Select an attached file to preview it, and to remove it if you have permission.
* Emails you attach to a record are kept here too.

A file you upload to **Files** on its own is different: it stays private to you until you share it. See [Finding your way around](https://docs.saphion.co.uk/finding-your-way-around.md).

## Who can change a record

You can change a record only if your role and the record's Project or board allow it. If a control is greyed out, hover over it. Saphion says why.


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