The Attachment Types table is a background table that defines the types of attachments users can add to Contract, Sourcing Event, and Company Document records. The out-of-the-box table defines 14 attachment types, with certain types supporting specific types of records: 

• Contract Document: For Contracts and Sourcing Events
• Fully Executed Agreement: For Contracts
• Insurance Certificate: For Contracts and Company Documents
• Performance Bond: For Contracts and Company Documents
• Supporting Document: For Contracts and Sourcing Events
• W-9: For Company Documents
• Performance Report: For Contracts and Company Documents
• Purchase Order: For Company Documents
• Invoice: For Company Documents
• Enclosure: For Sourcing Events
• Sourcing Event Package: For Sourcing Events
• Additional Sourcing Event File: For Sourcing Events
• Contract Merged Document: For Contracts
• Uploaded Contract Document: For Contracts

Use Case

This table supports the attachment of various types of documents to contract, sourcing event, and company records. By default, only admin users can create or modify Attachment Types records. This table doesn't include rules and workflows for processing attachments, but these records do impact the fields, workflows, and automation for the Attachments, Contracts, Sourcing Events, and Company Documents tables.

Each Attachment Type in this table appears as an option in the Attachment Type drop-down list in Attachment records and can be one or more of the following:

• An option for Type of Document in a Company Document record
• An option for Attachment Type to Upload in a Contract record
• An option for Attachment Type to Upload in a Sourcing Event record

The Show in Tables field in the Attachment Types table defines which types of records can include which types of attachments.

Views

The out-of-the-box Attachment Types table includes the standard views. The Default View shows the Edit icon, ID, Attachment Type, Status, Show in Tables, and Sort Order fields.

Saved Searches

The Attachment Types table includes a Status is Active saved search that filters out types whose Status is Inactive. In the out-of-the-box-system, selecting Show All returns the same results as Status is Active.

Ownership

Attachment Type records are owned by the user who creates them. Specifically, Creator Login is set to the Login of the user who creates the record. For more information on record ownership, see Record Ownership in the Help Guide.