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Use Files to view documents and attachments stored in Bold. They may be linked to operations, inspections, work orders, automations, imports or other records.

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What Bold stores for each file

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Files linked in notes and instructions

When you save a link to a Bold file in a field that supports Markdown, Bold automatically adds a tag with the record that uses it. This applies to notes in purchase and sales orders and their lines, work orders, preventive plans, manufacturing orders and requests, as well as instructions for operations and recipe steps. You can open that record from the list’s context. The association updates in the background after you save the record. If you remove the link or delete the record, its usage tag disappears after processing. A file can have several tags if it is used in several places. Links saved before this feature are associated when you edit and save the field containing them. The tag indicates where the file is used. By itself, it does not make the file managed by Bold or prevent deletion from the list.

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Supported formats

Bold validates the file extension and actual content. Supported formats include:
If you change a file extension without changing its actual content, Bold may reject it because the types do not match.

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Review files

1

Open Files

Go to Control panel > Files.
2

Find the file

Filter by name, date or user where applicable.
3

Review metadata

Check the type, size, context and whether Bold manages the file.
4

Open or download

Use the read link to review the content.
5

Delete only when appropriate

Delete files only when you are certain they are not needed for audits, evidence or active processes.

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Good practices

  • Use descriptive names before uploading files.
  • Do not delete files used as evidence for quality, maintenance or automations without reviewing the process.
  • Use Excel/CSV for imports and structured attachments.
  • Use PDF or images for evidence that should not change.

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Common problems