---
title: "CobbleConnect- Record Viewing and File Uploading"
slug: "cobbleconnect-records-files-manual"
updated: 2026-05-13T18:22:14Z
published: 2026-05-13T18:22:14Z
canonical: "wiki.cobblestonesoftware.com/cobbleconnect-records-files-manual"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CobbleConnect- Record Viewing and File Uploading

## CobbleConnect™ – Records & Files Module Manual

This manual provides an overview of the Records & Files module within CobbleConnect™, detailing navigation, metadata display, file previews, and file management workflows.

### 1. Overview

The Records & Files module allows users to view structured record information, grouped metadata, and all related attachments. It provides a unified experience for Contracts, Requests, Solicitations, Purchase Orders, Employees, and Companies.

![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cobbleconnect_records_files_manual-image-ah781i8j.png)

### 2. Back Button Navigation

A dedicated Back button appears at the top of the Details screen. This button returns the user to the correct list depending on the module being viewed:

• Requests → /Request • Contracts → /Contracts • Solicitations → /Solicitation • Purchase Orders → /PurchaseOrder • Employees → /employee • Companies → /vendorcustomer

### 3. Details View

Record metadata is displayed in collapsible accordion sections. Fields may include dropdowns, dates, numbers, formatted values, and HTML-cleaned text.

![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cobbleconnect_records_files_manual-image-yei6auiw.png)

### 4. Files & Attachments

This area allows users to upload, preview, and download files linked to the record.

![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cobbleconnect_records_files_manual-image-ljid0tnx.png)

Key features: • Upload multiple files (max 1 GB each) • File metadata grid • PDF and image inline preview • File download to custom folder

### 5. File Preview System

Files are previewed

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/cobbleconnect_records_files_manual-image-xsovk282.png)