The Documents & Links as well as Notes are managed from the Attachments page accessed through these entry points:
| Available tabs under Attachments | ||
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| Documents & Links |
Notes | |
| Setup > Organization > Sites > Site Edit |
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| Setup > Organization > Business Units > Business Unit Edit |
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| Setup > Organization > Groups > Group Edit |
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| Setup > Organization > Users > User Edit |
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| Setup > Organization > Roles > Role |
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| Setup > Work > Clients > Client Edit |
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| Setup > Work > Clients > Client Edit > POs tab > Create/Edit PO |
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| Setup > Work > Clients > Client Edit > Invoice > Create/Edit Invoice |
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| Setup > Work > Portfolios > Portfolio Edit |
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| Setup > Work > Portfolios > Portfolio Edit > Projects > Tools |
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| Setup > Work > Work Types > Work Type Edit |
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| Setup > Work > Tasks > Task Edit |
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| Financial > Invoice Manager > Invoice Edit |
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| Financial > Invoices > Invoice Edit |
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For further details refer to: