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Generated Document Is Not Attached to the Record

I’ve selected “Attach File to Record” in my Document Action but I don’t see a file attached to the record after I generate the document.

Solution:

I you are using an older version of Opero Documents, it’s possible that your version still uses Attachments instead of Files as the default. You can go into Setup> Custom Settings> Opero Document Settings and click “Manage” to change the output to Files instead of Attachments.