Configure attachment policies

#Page purpose

Control attachment slots, required files, MIME types and size limits for WatheeqTech record types.

#Before you start

• Sign in as legal and security administrators and confirm WatheeqTech shows /lex/admin/attachment-policies; hidden controls indicate that your account lacks the required permission.
• Prepare the approved bilingual values, policy decision or connector details before opening a form; do not use production records as test data.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Assess the current configuration

   Review policy precedence and the configured-slot KPI, then open the record type or service whose attachment behavior needs to change.

2. 2
   Make the governed change

   Create or edit required slots, accepted formats and byte limits, using the checklist to avoid an incomplete or shadowed policy.

3. 3
   Validate the configuration

   Run the built-in evaluator with representative metadata for an allowed and rejected file and confirm the winning policy and validation reason.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Check dependent services, roles, records and policies before deleting, deactivating or changing precedence.
• Use preview, evaluator, conflict-check or test controls when the page provides them, and verify the audit result after saving.