Hiding Attachment Folders

Users with the Administrator role can set the Hide Attachment Folders preference at Setup > Company > General Preferences to prevent access to the following folders:

• Attachments Received

• Attachments Sent

• Mail Merge

When you set this preference, employees and partners still have access to files attached to customer and other record types, even if those files are in one of the folders listed above. However, they can't view or search for those files in the File Cabinet.

To make sure only users with the right permissions can access confidential records and files in the File Cabinet, the attachments folder is hidden by default. The Hide Attachments Folder box on the General Preferences page defaults to checked for all new customers.

General Notices