Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Define formats, sizes, ownership, access and the attachment's relationship to its business record. Distinguish transferring the file from transferring a reference; each option requires checking availability and permissions. Preserve version and identity so an update does not silently replace the document that supported an earlier commercial or operational decision.
Illustrative example
Illustrative example: an order contains an approved drawing and a later revision awaiting review. The integration preserves both versions with different states and marks only the approved one as the production reference. If downloading fails, the order shows an attachment pending instead of silently substituting an older file for the missing version.
Acceptance check
Test oversized files, disallowed formats, expired references, interruption and insufficient access. Verify integrity and association with the correct record using fictional data. Accept when users know which version is available, failures can be recovered without duplication and a shared reference does not grant broader access than the process intended for its recipient.
Key takeaways
- An attachment should preserve identity, version and permissions throughout the integration.