Attachments are documents that are added to the main document. In Scrive, they appear as a related list under the main document, where they can be expanded.
Two types of attachment are supported:
- Dynamic (Custom Attachment): Typically used when the attachment has to show information that is linked to the original object (e.g., Opportunity Line Items). A Custom attachment can be VisualForce, Scrive Template or a file from your computer.
- Static (standard Salesforce Attachment): Typically used for static documents such as Terms & Conditions.
Note how these documents are ordered in Scrive:
- Main Document
- Custom Attachments
- Static Attachments order by the Attachment Name field